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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 | $487,928 | $160,059+204.8% | $140,019+248.5% | $135,379+260.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 4.66% | 911.44%-906.8pp | 651.15%-646.5pp | 519.79%-515.1pp |
| Employer contribution / active EE | $27,624 | $6,420+330.3% | $5,605+392.8% | $4,779+478.0% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,125 | $13,328-16.5% | $10,705+3.9% | $10,828+2.7% |