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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 | $523,197 | $210,343+148.7% | $153,432+241.0% | $145,959+258.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 369.66% | 13.38%+356.3pp | 15.66%+354.0pp | 561.95%-192.3pp |
| Employer contribution / active EE | $30,000 | $6,047+396.1% | $5,038+495.5% | $4,661+543.7% |
| Participant deferral / active EE | $0 | $7,977-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,196 | $19,424-68.1% | $12,725-51.3% | $13,398-53.8% |