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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 | $538,104 | $198,457+171.1% | $170,435+215.7% | $147,586+264.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.47% | 257.30%-243.8pp | 205.94%-192.5pp | 578.59%-565.1pp |
| Employer contribution / active EE | $18,694 | $6,183+202.3% | $5,432+244.1% | $4,876+283.4% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,511 | $16,852-61.4% | $13,881-53.1% | $10,886-40.2% |