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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 | $416,763 | $180,749+130.6% | $160,784+159.2% | $137,256+203.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 50.40% | 2234.46%-2184.1pp | 1803.92%-1753.5pp | 220.34%-169.9pp |
| Employer contribution / active EE | $61,469 | $4,155+1379.3% | $3,733+1546.7% | $4,156+1379.0% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,036 | $10,397+15.8% | $9,717+23.9% | $12,270-1.9% |