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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 | $896,667 | $202,342+343.1% | $172,752+419.0% | $152,897+486.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.70% | 1029.83%-1005.1pp | 802.97%-778.3pp | 345.43%-320.7pp |
| Employer contribution / active EE | $38,290 | $5,858+553.7% | $5,144+644.3% | $4,764+703.8% |
| Participant deferral / active EE | $20,849 | $5,948+250.5% | $5,198+301.1% | $5,851+256.3% |
| Admin fee / account holder | $17,579 | $17,111+2.7% | $13,955+26.0% | $11,599+51.6% |