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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 | $603,174 | $68,097+785.8% | $62,929+858.5% | $137,256+339.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.46% | 1859.11%-1844.6pp | 1063.93%-1049.5pp | 220.34%-205.9pp |
| Employer contribution / active EE | $16,704 | $2,811+494.2% | $2,505+566.9% | $4,156+301.9% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $34,905 | $6,521+435.2% | $5,065+589.2% | $12,270+184.5% |