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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 | $434,451 | $169,361+156.5% | $129,397+235.8% | $145,877+197.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.41% | 14395.54%-14387.1pp | 9453.98%-9445.6pp | 551.28%-542.9pp |
| Employer contribution / active EE | $46,700 | $5,542+742.7% | $4,154+1024.1% | $4,663+901.5% |
| Participant deferral / active EE | $30,500 | $4,987+511.5% | $4,167+631.9% | $6,691+355.9% |
| Admin fee / account holder | $3,625 | $9,903-63.4% | $7,679-52.8% | $13,402-73.0% |