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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 | $493,798 | $102,429+382.1% | $147,096+235.7% | $80,925+510.2% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.7%+22.0pp |
| Annual return | 1020.12% | 135.02%+885.1pp | 419.75%+600.4pp | 35.65%+984.5pp |
| Employer contribution / active EE | $42,241 | $3,716+1036.9% | $4,936+755.8% | $2,756+1432.6% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $25,488 | $7,957+220.3% | $13,005+96.0% | $6,940+267.3% |