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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 | $589,633 | $171,867+243.1% | $149,721+293.8% | $147,586+299.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.97% | 2113.36%-2103.4pp | 1501.67%-1491.7pp | 578.59%-568.6pp |
| Employer contribution / active EE | $10,456 | $6,275+66.6% | $5,444+92.0% | $4,876+114.4% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $833 | $13,799-94.0% | $11,282-92.6% | $10,886-92.3% |