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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 | $407,009 | $202,342+101.1% | $172,752+135.6% | $152,897+166.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.20% | 1029.83%-1010.6pp | 802.97%-783.8pp | 345.43%-326.2pp |
| Employer contribution / active EE | $4,257 | $5,858-27.3% | $5,144-17.2% | $4,764-10.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $213,631 | $17,111+1148.5% | $13,955+1430.9% | $11,599+1741.7% |