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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 | $488,233 | $150,445+224.5% | $136,297+258.2% | $147,585+230.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.70% | 1049.14%-1032.4pp | 5156.16%-5139.5pp | 578.57%-561.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,610 | $6,631+44.9% | $6,247+53.8% | $5,439+76.7% |
| Admin fee / account holder | $1,223 | $10,906-88.8% | $9,244-86.8% | $10,885-88.8% |