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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 | $320,461 | $100,895+217.6% | $90,430+254.4% | $158,950+101.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.92% | 1725.54%-1708.6pp | 1293.73%-1276.8pp | 302.91%-286.0pp |
| Employer contribution / active EE | $20,079 | $3,689+444.3% | $3,262+515.6% | $4,762+321.7% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $27,680 | $6,505+325.5% | $5,613+393.1% | $11,248+146.1% |