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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 | $2,633,568 | $202,440+1200.9% | $169,390+1454.7% | $139,466+1788.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 134.56% | 532.36%-397.8pp | 406.07%-271.5pp | 373.66%-239.1pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $7,500 | $6,940+8.1% | $6,222+20.5% | $6,712+11.7% |
| Admin fee / account holder | $3,070 | $10,722-71.4% | $9,015-65.9% | $11,409-73.1% |