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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 | $569,409 | $202,342+181.4% | $172,753+229.6% | $152,909+272.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.91% | 1029.88%-1004.0pp | 803.00%-777.1pp | 345.46%-319.6pp |
| Employer contribution / active EE | $13,236 | $5,857+126.0% | $5,144+157.3% | $4,764+177.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25,220 | $17,112+47.4% | $13,956+80.7% | $11,601+117.4% |