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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 | $295,068 | $104,577+182.2% | $76,667+284.9% | $152,909+93.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 17.25% | 1014.36%-997.1pp | 1166.74%-1149.5pp | 345.46%-328.2pp |
| Employer contribution / active EE | $0 | $3,119-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $805 | $4,237-81.0% | $3,336-75.9% | $5,851-86.2% |
| Admin fee / account holder | $1,926 | $12,290-84.3% | $6,423-70.0% | $11,601-83.4% |