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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 | $390,955 | $99,011+294.9% | $86,582+351.5% | $147,586+164.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 141.01% | 1312.75%-1171.7pp | 965.08%-824.1pp | 578.59%-437.6pp |
| Employer contribution / active EE | $5,188 | $3,132+65.6% | $2,839+82.7% | $4,876+6.4% |
| Participant deferral / active EE | $10,063 | $3,972+153.3% | $3,609+178.9% | $5,439+85.0% |
| Admin fee / account holder | $551,766 | $5,709+9565.1% | $4,904+11151.0% | $10,886+4968.7% |