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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 | $844,374 | $160,059+427.5% | $140,019+503.0% | $135,379+523.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 5.15% | 911.44%-906.3pp | 651.15%-646.0pp | 519.79%-514.6pp |
| Employer contribution / active EE | $7,487 | $6,420+16.6% | $5,605+33.6% | $4,779+56.7% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $41,046 | $13,328+208.0% | $10,705+283.4% | $10,828+279.1% |