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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 | $457,961 | $150,447+204.4% | $136,298+236.0% | $147,586+210.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2561.26% | 1049.15%+1512.1pp | 5156.27%-2595.0pp | 578.59%+1982.7pp |
| Employer contribution / active EE | $4,975 | $5,256-5.4% | $4,696+5.9% | $4,876+2.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $13,500 | $10,906+23.8% | $9,244+46.0% | $10,886+24.0% |