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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 | $700,463 | $202,342+246.2% | $172,753+305.5% | $152,909+358.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.99% | 1029.88%-1015.9pp | 803.00%-789.0pp | 345.46%-331.5pp |
| Employer contribution / active EE | $13,333 | $5,857+127.6% | $5,144+159.2% | $4,764+179.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $31,575 | $17,112+84.5% | $13,956+126.3% | $11,601+172.2% |