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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 | $499,083 | $202,342+146.7% | $172,753+188.9% | $152,909+226.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.38% | 1029.88%-1009.5pp | 803.00%-782.6pp | 345.46%-325.1pp |
| Employer contribution / active EE | $9,480 | $5,857+61.8% | $5,144+84.3% | $4,764+99.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,594 | $17,112-84.8% | $13,956-81.4% | $11,601-77.6% |