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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 | $361,111 | $90,691+298.2% | $76,119+374.4% | $145,884+147.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.94% | 624.52%-611.6pp | 361.25%-348.3pp | 551.85%-538.9pp |
| Employer contribution / active EE | $30,000 | $3,329+801.2% | $2,693+1014.2% | $4,662+543.5% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $18,446 | $8,383+120.0% | $6,421+187.3% | $13,392+37.7% |