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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 | $262,965 | $124,175+111.8% | $108,405+142.6% | $167,553+56.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 240.54% | 1380.13%-1139.6pp | 905.55%-665.0pp | 478.89%-238.4pp |
| Employer contribution / active EE | $4,514 | $4,188+7.8% | $3,559+26.8% | $4,840-6.7% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,343-100.0% |
| Admin fee / account holder | $952 | $9,457-89.9% | $7,297-87.0% | $12,316-92.3% |