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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 | $500,916 | $111,785+348.1% | $93,669+434.8% | $145,877+243.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 1143.01% | 203.79%+939.2pp | 133.59%+1009.4pp | 551.28%+591.7pp |
| Employer contribution / active EE | $15,954 | $3,096+415.3% | $2,424+558.3% | $4,663+242.1% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $335 | $10,256-96.7% | $8,291-96.0% | $13,402-97.5% |