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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 | $102,382+382.3% | $147,005+235.9% | $80,874+510.6% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 1020.12% | 134.89%+885.2pp | 418.76%+601.4pp | 35.62%+984.5pp |
| Employer contribution / active EE | $42,241 | $3,715+1037.1% | $4,934+756.1% | $2,756+1432.9% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $25,488 | $7,942+220.9% | $13,006+96.0% | $6,935+267.5% |