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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 | $770,281 | $172,111+347.5% | $150,298+412.5% | $137,256+461.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 674.47% | 69.37%+605.1pp | 62.79%+611.7pp | 220.34%+454.1pp |
| Employer contribution / active EE | $24,100 | $4,636+419.8% | $4,154+480.2% | $4,156+479.9% |
| Participant deferral / active EE | $12,700 | $6,166+106.0% | $5,453+132.9% | $6,407+98.2% |
| Admin fee / account holder | $4,753 | $16,471-71.1% | $14,116-66.3% | $12,270-61.3% |