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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 | $806,136 | $111,878+620.5% | $93,727+760.1% | $145,897+452.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 95.76% | 204.28%-108.5pp | 133.83%-38.1pp | 552.29%-456.5pp |
| Employer contribution / active EE | $28,409 | $3,092+818.7% | $2,421+1073.3% | $4,663+509.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,432 | $10,256+60.2% | $8,292+98.2% | $13,390+22.7% |