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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 | $478,494 | $72,403+560.9% | $67,524+608.6% | $145,978+227.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.34% | 7197.23%-7187.9pp | 3519.41%-3510.1pp | 550.52%-541.2pp |
| Employer contribution / active EE | $23,013 | $3,072+649.2% | $2,734+741.7% | $4,662+393.6% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $58,667 | $5,541+958.8% | $4,001+1366.4% | $13,400+337.8% |