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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 | $723,034 | $159,934+352.1% | $147,005+391.8% | $145,959+395.4% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 451.88% | 98.24%+353.6pp | 418.76%+33.1pp | 561.95%-110.1pp |
| Employer contribution / active EE | $100,000 | $5,287+1791.3% | $4,934+1926.6% | $4,661+2045.6% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $81,103 | $15,053+438.8% | $13,006+523.6% | $13,398+505.3% |