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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 | $530,291 | $102,663+416.5% | $86,216+515.1% | $139,466+280.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 65.70% | 1924.52%-1858.8pp | 1169.42%-1103.7pp | 373.66%-308.0pp |
| Employer contribution / active EE | $11,813 | $3,035+289.3% | $2,382+396.0% | $4,754+148.5% |
| Participant deferral / active EE | $5,547 | $4,677+18.6% | $3,986+39.2% | $6,712-17.4% |
| Admin fee / account holder | $1,669 | $8,663-80.7% | $6,853-75.6% | $11,409-85.4% |