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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 | $325,998 | $138,078+136.1% | $125,363+160.0% | $134,509+142.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 73.65% | 750.49%-676.8pp | 572.15%-498.5pp | 418.13%-344.5pp |
| Employer contribution / active EE | $12,878 | $5,245+145.5% | $4,815+167.5% | $4,741+171.7% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,583 | $11,566-69.0% | $10,005-64.2% | $11,427-68.6% |