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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 | $386,192 | $106,247+263.5% | $96,515+300.1% | $139,466+176.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 731.94% | 38.47%+693.5pp | 35.73%+696.2pp | 373.66%+358.3pp |
| Employer contribution / active EE | $23,133 | $4,106+463.4% | $3,740+518.6% | $4,754+386.6% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $12,815 | $7,885+62.5% | $6,735+90.3% | $11,409+12.3% |