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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 | $267,232 | $150,442+77.6% | $136,295+96.1% | $147,585+81.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 34.67% | 1049.09%-1014.4pp | 5155.97%-5121.3pp | 578.56%-543.9pp |
| Employer contribution / active EE | $6,302 | $5,256+19.9% | $4,695+34.2% | $4,876+29.2% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $32,445 | $10,905+197.5% | $9,243+251.0% | $10,885+198.1% |