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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 | $606,875 | $198,457+205.8% | $170,435+256.1% | $147,586+311.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.85% | 257.30%-246.5pp | 205.94%-195.1pp | 578.59%-567.7pp |
| Employer contribution / active EE | $24,000 | $6,183+288.2% | $5,432+341.8% | $4,876+392.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,006 | $16,852-22.8% | $13,881-6.3% | $10,886+19.5% |