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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 | $649,714 | $150,447+331.9% | $136,298+376.7% | $147,586+340.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.82% | 1049.15%-1023.3pp | 5156.27%-5130.4pp | 578.59%-552.8pp |
| Employer contribution / active EE | $18,750 | $5,256+256.7% | $4,696+299.3% | $4,876+284.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $11,619 | $10,906+6.5% | $9,244+25.7% | $10,886+6.7% |