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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 | $866,341 | $202,342+328.2% | $172,753+401.5% | $152,909+466.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.90% | 1029.88%-998.0pp | 803.00%-771.1pp | 345.46%-313.6pp |
| Employer contribution / active EE | $31,857 | $5,857+443.9% | $5,144+519.3% | $4,764+568.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $134,416 | $17,112+685.5% | $13,956+863.2% | $11,601+1058.7% |