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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 | $795,060 | $118,875+568.8% | $96,572+723.3% | $167,553+374.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 2486.17% | 50.50%+2435.7pp | 37.79%+2448.4pp | 478.89%+2007.3pp |
| Employer contribution / active EE | $58,000 | $3,121+1758.4% | $2,357+2360.4% | $4,840+1098.4% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,617 | $8,070-30.4% | $6,183-9.2% | $12,316-54.4% |