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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 | $308,057 | $154,209+99.8% | $130,062+136.9% | $139,487+120.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 1154.20% | 32.52%+1121.7pp | -137.37%+1291.6pp | 373.84%+780.4pp |
| Employer contribution / active EE | $25,511 | $5,292+382.0% | $4,322+490.2% | $4,755+436.5% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $8,454 | $13,988-39.6% | $10,601-20.3% | $11,407-25.9% |