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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 | $371,063 | $202,345+83.4% | $172,755+114.8% | $152,885+142.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.59% | 1029.77%-1015.2pp | 802.94%-788.3pp | 345.39%-330.8pp |
| Employer contribution / active EE | $28,250 | $5,858+382.3% | $5,144+449.2% | $4,763+493.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,744 | $17,111-89.8% | $13,955-87.5% | $11,598-85.0% |