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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 | $591,304 | $156,970+276.7% | $121,210+387.8% | $139,487+323.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.91% | 1477.10%-1463.2pp | 987.41%-973.5pp | 373.84%-359.9pp |
| Employer contribution / active EE | $36,740 | $5,546+562.5% | $4,171+780.9% | $4,755+672.7% |
| Participant deferral / active EE | $18,750 | $4,849+286.7% | $4,084+359.2% | $6,713+179.3% |
| Admin fee / account holder | $6,658 | $6,947-4.2% | $5,647+17.9% | $11,407-41.6% |