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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 | $805,793 | $202,326+298.3% | $172,745+366.5% | $152,870+427.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.58% | 1029.72%-1014.1pp | 802.90%-787.3pp | 345.34%-329.8pp |
| Employer contribution / active EE | $8,000 | $5,858+36.6% | $5,144+55.5% | $4,763+68.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $37,893 | $17,110+121.5% | $13,954+171.5% | $11,597+226.8% |