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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 | $786,482 | $160,059+391.4% | $140,019+461.7% | $135,380+480.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 11.14% | 911.48%-900.3pp | 651.17%-640.0pp | 519.81%-508.7pp |
| Employer contribution / active EE | $19,823 | $6,420+208.8% | $5,605+253.6% | $4,779+314.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,685 | $13,328-87.4% | $10,705-84.3% | $10,828-84.4% |