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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 | $421,310 | $202,342+108.2% | $172,752+143.9% | $152,897+175.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.33% | 1029.83%-1001.5pp | 802.97%-774.6pp | 345.43%-317.1pp |
| Employer contribution / active EE | $17,663 | $5,858+201.5% | $5,144+243.4% | $4,764+270.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,344 | $17,111+24.7% | $13,955+52.9% | $11,599+84.0% |