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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 | $811,563 | $202,326+301.1% | $172,745+369.8% | $152,870+430.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.97% | 1029.72%-1004.8pp | 802.90%-777.9pp | 345.34%-320.4pp |
| Employer contribution / active EE | $4,942 | $5,858-15.6% | $5,144-3.9% | $4,763+3.8% |
| Participant deferral / active EE | $16,333 | $5,948+174.6% | $5,197+214.3% | $5,850+179.2% |
| Admin fee / account holder | $16,978 | $17,110-0.8% | $13,954+21.7% | $11,597+46.4% |