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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 | $270,335 | $102,422+163.9% | $147,117+83.8% | $80,959+233.9% |
| Participation rate | 95.1% | 75.9%+19.2pp | 82.2%+12.9pp | 67.7%+27.4pp |
| Annual return | 529.11% | 135.16%+394.0pp | 420.54%+108.6pp | 35.67%+493.4pp |
| Employer contribution / active EE | $4,075 | $3,717+9.6% | $4,932-17.4% | $2,757+47.8% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,851 | $7,953-64.2% | $12,993-78.1% | $6,925-58.8% |