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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 | $760,241 | $138,102+450.5% | $125,381+506.3% | $134,532+465.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 149.10% | 750.73%-601.6pp | 572.31%-423.2pp | 418.27%-269.2pp |
| Employer contribution / active EE | $32,500 | $5,245+519.6% | $4,815+574.9% | $4,741+585.5% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $2,697 | $11,568-76.7% | $10,007-73.0% | $11,429-76.4% |