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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 | $891,678 | $202,326+340.7% | $172,745+416.2% | $152,870+483.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.39% | 1029.72%-1002.3pp | 802.90%-775.5pp | 345.34%-318.0pp |
| Employer contribution / active EE | $33,217 | $5,858+467.1% | $5,144+545.7% | $4,763+597.4% |
| Participant deferral / active EE | $2,239 | $5,948-62.4% | $5,197-56.9% | $5,850-61.7% |
| Admin fee / account holder | $4,343 | $17,110-74.6% | $13,954-68.9% | $11,597-62.5% |