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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 | $839,699 | $202,345+315.0% | $172,755+386.1% | $152,885+449.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.76% | 1029.77%-1010.0pp | 802.94%-783.2pp | 345.39%-325.6pp |
| Employer contribution / active EE | $32,097 | $5,858+447.9% | $5,144+524.0% | $4,763+573.9% |
| Participant deferral / active EE | $18,858 | $5,948+217.0% | $5,198+262.8% | $5,851+222.3% |
| Admin fee / account holder | $5,929 | $17,111-65.4% | $13,955-57.5% | $11,598-48.9% |