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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 | $520,762 | $150,445+246.1% | $136,297+282.1% | $147,585+252.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.40% | 1049.14%-1033.7pp | 5156.16%-5140.8pp | 578.57%-563.2pp |
| Employer contribution / active EE | $5,725 | $5,256+8.9% | $4,696+21.9% | $4,876+17.4% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,815 | $10,906-55.9% | $9,244-47.9% | $10,885-55.8% |