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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 | $646,546 | $114,073+466.8% | $96,161+572.4% | $167,518+286.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 114.00% | 189.95%-76.0pp | 192.01%-78.0pp | 478.71%-364.7pp |
| Employer contribution / active EE | $15,591 | $3,428+354.8% | $2,798+457.2% | $4,838+222.2% |
| Participant deferral / active EE | $22,750 | $5,195+337.9% | $4,349+423.1% | $6,342+258.7% |
| Admin fee / account holder | $101,267 | $6,899+1367.8% | $5,538+1728.4% | $12,312+722.5% |