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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 | $709,384 | $202,345+250.6% | $172,755+310.6% | $152,885+364.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 38.50% | 1029.77%-991.3pp | 802.94%-764.4pp | 345.39%-306.9pp |
| Employer contribution / active EE | $4,968 | $5,858-15.2% | $5,144-3.4% | $4,763+4.3% |
| Participant deferral / active EE | $23,468 | $5,948+294.5% | $5,198+351.5% | $5,851+301.1% |
| Admin fee / account holder | $8,171 | $17,111-52.2% | $13,955-41.4% | $11,598-29.5% |