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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 | $602,040 | $183,516+228.1% | $155,534+287.1% | $145,884+312.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 200.86% | 61.43%+139.4pp | 64.92%+135.9pp | 551.85%-351.0pp |
| Employer contribution / active EE | $34,000 | $5,315+539.7% | $4,675+627.3% | $4,662+629.3% |
| Participant deferral / active EE | $25,000 | $6,467+286.6% | $5,630+344.0% | $6,690+273.7% |
| Admin fee / account holder | $726 | $19,293-96.2% | $15,900-95.4% | $13,392-94.6% |