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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 | $686,896 | $202,342+239.5% | $172,752+297.6% | $152,897+349.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.43% | 1029.83%-1005.4pp | 802.97%-778.5pp | 345.43%-321.0pp |
| Employer contribution / active EE | $46,250 | $5,858+689.6% | $5,144+799.1% | $4,764+870.9% |
| Participant deferral / active EE | $37,500 | $5,948+530.4% | $5,198+621.5% | $5,851+540.9% |
| Admin fee / account holder | $14,168 | $17,111-17.2% | $13,955+1.5% | $11,599+22.1% |