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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 | $303,360 | $202,342+49.9% | $172,753+75.6% | $152,909+98.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 29.65% | 1029.88%-1000.2pp | 803.00%-773.4pp | 345.46%-315.8pp |
| Employer contribution / active EE | $30,550 | $5,857+421.6% | $5,144+493.9% | $4,764+541.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,328 | $17,112-63.0% | $13,956-54.7% | $11,601-45.5% |