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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 | $160,040+351.8% | $147,096+391.5% | $145,877+395.6% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 451.88% | 98.49%+353.4pp | 419.75%+32.1pp | 551.28%-99.4pp |
| Employer contribution / active EE | $100,000 | $5,289+1790.6% | $4,936+1926.0% | $4,663+2044.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $81,103 | $15,050+438.9% | $13,005+523.6% | $13,402+505.1% |