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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 | $777,236 | $166,268+367.5% | $165,100+370.8% | $145,897+432.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 157.22% | 100.52%+56.7pp | 70.21%+87.0pp | 552.29%-395.1pp |
| Employer contribution / active EE | $27,011 | $5,284+411.2% | $4,348+521.2% | $4,663+479.3% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,006 | $16,659-51.9% | $12,696-36.9% | $13,390-40.2% |