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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $754,911 | $202,342+273.1% | $172,753+337.0% | $152,909+393.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.85% | 1029.88%-1013.0pp | 803.00%-786.2pp | 345.46%-328.6pp |
| Employer contribution / active EE | $15,590 | $5,857+166.2% | $5,144+203.1% | $4,764+227.3% |
| Participant deferral / active EE | $22,120 | $5,948+271.9% | $5,198+325.6% | $5,851+278.0% |
| Admin fee / account holder | $20,120 | $17,112+17.6% | $13,956+44.2% | $11,601+73.4% |