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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 | $559,173 | $202,345+176.3% | $172,755+223.7% | $152,885+265.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.35% | 1029.77%-1012.4pp | 802.94%-785.6pp | 345.39%-328.0pp |
| Employer contribution / active EE | $12,236 | $5,858+108.9% | $5,144+137.9% | $4,763+156.9% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $3,888 | $17,111-77.3% | $13,955-72.1% | $11,598-66.5% |