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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 | $289,377 | $109,863+163.4% | $98,477+193.9% | $167,518+72.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.06% | 1958.09%-1941.0pp | 1493.59%-1476.5pp | 478.71%-461.6pp |
| Employer contribution / active EE | $12,200 | $3,225+278.3% | $2,961+312.1% | $4,838+152.2% |
| Participant deferral / active EE | $15,054 | $4,673+222.1% | $4,276+252.0% | $6,342+137.4% |
| Admin fee / account holder | $95,808 | $6,755+1318.3% | $5,951+1509.9% | $12,312+678.1% |