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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 | $379,658 | $198,457+91.3% | $170,435+122.8% | $147,586+157.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.00% | 257.30%-247.3pp | 205.94%-195.9pp | 578.59%-568.6pp |
| Employer contribution / active EE | $18,332 | $6,183+196.5% | $5,432+237.5% | $4,876+275.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,241 | $16,852-33.3% | $13,881-19.0% | $10,886+3.3% |