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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 | $516,069 | $180,459+186.0% | $154,108+234.9% | $135,380+281.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.10% | 888.21%-888.3pp | 735.21%-735.3pp | 519.81%-519.9pp |
| Employer contribution / active EE | $7,200 | $6,035+19.3% | $5,298+35.9% | $4,779+50.7% |
| Participant deferral / active EE | $10,044 | $5,806+73.0% | $5,081+97.7% | $5,609+79.1% |
| Admin fee / account holder | $29,560 | $16,145+83.1% | $13,411+120.4% | $10,828+173.0% |