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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 | $202,345+181.4% | $172,755+229.6% | $152,885+272.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.91% | 1029.77%-1003.9pp | 802.94%-777.0pp | 345.39%-319.5pp |
| Employer contribution / active EE | $13,236 | $5,858+126.0% | $5,144+157.3% | $4,763+177.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25,220 | $17,111+47.4% | $13,955+80.7% | $11,598+117.4% |