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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 | $283,816 | $160,059+77.3% | $140,019+102.7% | $135,380+109.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 9.44% | 911.48%-902.0pp | 651.17%-641.7pp | 519.81%-510.4pp |
| Employer contribution / active EE | $14,905 | $6,420+132.2% | $5,605+165.9% | $4,779+211.9% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $50,348 | $13,328+277.8% | $10,705+370.3% | $10,828+365.0% |