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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 | $925,893 | $169,237+447.1% | $129,339+615.9% | $145,978+534.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.57% | 14364.43%-14355.9pp | 9437.05%-9428.5pp | 550.52%-541.9pp |
| Employer contribution / active EE | $20,000 | $5,540+261.0% | $4,154+381.4% | $4,662+329.0% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,325 | $9,882-15.8% | $7,668+8.6% | $13,400-37.9% |