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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 | $530,904 | $202,342+162.4% | $172,752+207.3% | $152,897+247.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.94% | 1029.83%-1011.9pp | 802.97%-785.0pp | 345.43%-327.5pp |
| Employer contribution / active EE | $9,333 | $5,858+59.3% | $5,144+81.4% | $4,764+95.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,961 | $17,111-0.9% | $13,955+21.5% | $11,599+46.2% |