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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 | $691,540 | $202,342+241.8% | $172,753+300.3% | $152,909+352.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.43% | 1029.88%-1006.4pp | 803.00%-779.6pp | 345.46%-322.0pp |
| Employer contribution / active EE | $36,777 | $5,857+527.9% | $5,144+615.0% | $4,764+672.0% |
| Participant deferral / active EE | $23,677 | $5,948+298.1% | $5,198+355.5% | $5,851+304.6% |
| Admin fee / account holder | $396 | $17,112-97.7% | $13,956-97.2% | $11,601-96.6% |