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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 | $275,000 | $226,090+21.6% | $182,531+50.7% | $152,885+79.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 59.93% | 192.57%-132.6pp | 148.57%-88.6pp | 345.39%-285.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $29,500 | $6,369+363.2% | $5,525+433.9% | $5,851+404.2% |
| Admin fee / account holder | $400 | $10,705-96.3% | $8,593-95.4% | $11,598-96.6% |