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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 | $289,017 | $150,442+92.1% | $136,295+112.1% | $147,585+95.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.47% | 1049.09%-1035.6pp | 5155.97%-5142.5pp | 578.56%-565.1pp |
| Employer contribution / active EE | $14,978 | $5,256+185.0% | $4,695+219.0% | $4,876+207.2% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,306 | $10,905-78.9% | $9,243-75.0% | $10,885-78.8% |