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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 | $418,612 | $202,342+106.9% | $172,752+142.3% | $152,897+173.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.11% | 1029.83%-1008.7pp | 802.97%-781.9pp | 345.43%-324.3pp |
| Employer contribution / active EE | $14,881 | $5,858+154.0% | $5,144+189.3% | $4,764+212.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $42,756 | $17,111+149.9% | $13,955+206.4% | $11,599+268.6% |