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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 | $414,687 | $108,897+280.8% | $100,378+313.1% | $145,877+184.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 606.01% | 58.17%+547.8pp | 49.41%+556.6pp | 551.28%+54.7pp |
| Employer contribution / active EE | $69,000 | $4,420+1461.1% | $3,942+1650.4% | $4,663+1379.8% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $493 | $9,690-94.9% | $7,899-93.8% | $13,402-96.3% |