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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 | $443,002 | $180,466+145.5% | $154,114+187.5% | $135,382+227.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 13.08% | 888.15%-875.1pp | 735.16%-722.1pp | 519.77%-506.7pp |
| Employer contribution / active EE | $13,943 | $6,035+131.0% | $5,298+163.2% | $4,779+191.8% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,844 | $16,144-57.6% | $13,411-49.0% | $10,829-36.8% |