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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 | $1,326,067 | $176,077+653.1% | $159,455+731.6% | $167,518+691.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.37% | 331.83%-311.5pp | 263.63%-243.3pp | 478.71%-458.3pp |
| Employer contribution / active EE | $36,615 | $5,298+591.1% | $4,830+658.0% | $4,838+656.7% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,628 | $12,556-39.2% | $10,800-29.4% | $12,312-38.0% |