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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 | $364,374 | $138,114+163.8% | $125,391+190.6% | $134,545+170.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 8.66% | 750.88%-742.2pp | 572.41%-563.8pp | 418.37%-409.7pp |
| Employer contribution / active EE | $38,095 | $5,246+626.2% | $4,816+691.1% | $4,742+703.4% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,853 | $11,570-40.8% | $10,009-31.5% | $11,431-40.0% |