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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 | $777,630 | $209,847+270.6% | $189,520+310.3% | $167,518+364.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 30.32% | 748.45%-718.1pp | 555.25%-524.9pp | 478.71%-448.4pp |
| Employer contribution / active EE | $5,250 | $6,913-24.1% | $6,161-14.8% | $4,838+8.5% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $551 | $14,295-96.1% | $12,046-95.4% | $12,312-95.5% |