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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 | $597,571 | $198,457+201.1% | $170,435+250.6% | $147,586+304.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.04% | 257.30%-237.3pp | 205.94%-185.9pp | 578.59%-558.6pp |
| Employer contribution / active EE | $19,250 | $6,183+211.3% | $5,432+254.4% | $4,876+294.8% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,266 | $16,852-86.6% | $13,881-83.7% | $10,886-79.2% |