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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 | $425,966 | $133,998+217.9% | $112,263+279.4% | $134,545+216.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 2359.14% | 47.17%+2312.0pp | 27.49%+2331.6pp | 418.37%+1940.8pp |
| Employer contribution / active EE | $38,213 | $4,040+845.8% | $3,636+950.9% | $4,742+705.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,823 | $7,493+4.4% | $6,410+22.0% | $11,431-31.6% |