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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 | $647,259 | $202,342+219.9% | $172,753+274.7% | $152,909+323.3% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.5%+11.7pp |
| Annual return | 22.11% | 1029.88%-1007.8pp | 803.00%-780.9pp | 345.46%-323.4pp |
| Employer contribution / active EE | $32,979 | $5,857+463.0% | $5,144+541.1% | $4,764+592.3% |
| Participant deferral / active EE | $20,773 | $5,948+249.2% | $5,198+299.7% | $5,851+255.0% |
| Admin fee / account holder | $35,495 | $17,112+107.4% | $13,956+154.3% | $11,601+206.0% |