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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 | $272,309 | $97,732+178.6% | $83,831+224.8% | $135,380+101.1% |
| Participation rate | 94.7% | 80.0%+14.8pp | 76.1%+18.6pp | 82.6%+12.1pp |
| Annual return | 36.29% | 1287.56%-1251.3pp | 850.99%-814.7pp | 519.81%-483.5pp |
| Employer contribution / active EE | $27,383 | $4,222+548.6% | $3,631+654.1% | $4,779+473.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,389 | $6,675+85.6% | $5,479+126.1% | $10,828+14.4% |