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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 | $1,272,500 | $176,077+622.7% | $159,455+698.0% | $167,518+659.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.23% | 331.83%-304.6pp | 263.63%-236.4pp | 478.71%-451.5pp |
| Employer contribution / active EE | $5,000 | $5,298-5.6% | $4,830+3.5% | $4,838+3.3% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $37,547 | $12,556+199.0% | $10,800+247.6% | $12,312+205.0% |