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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 | $539,666 | $183,988+193.3% | $162,177+232.8% | $152,897+253.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.01% | 150.79%-132.8pp | 115.60%-97.6pp | 345.43%-327.4pp |
| Employer contribution / active EE | $10,578 | $6,370+66.1% | $5,613+88.5% | $4,764+122.1% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,401 | $13,123-58.8% | $10,843-50.2% | $11,599-53.4% |