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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 | $406,005 | $202,342+100.7% | $172,752+135.0% | $152,897+165.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.48% | 1029.83%-1017.3pp | 802.97%-790.5pp | 345.43%-333.0pp |
| Employer contribution / active EE | $17,231 | $5,858+194.2% | $5,144+235.0% | $4,764+261.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,534 | $17,111-3.4% | $13,955+18.5% | $11,599+42.5% |