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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 | $341,146 | $185,199+84.2% | $142,874+138.8% | $167,518+103.6% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 15.84% | 8556.90%-8541.1pp | 5638.58%-5622.7pp | 478.71%-462.9pp |
| Employer contribution / active EE | $58,000 | $5,606+934.6% | $4,145+1299.3% | $4,838+1098.7% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,973 | $8,031-63.0% | $6,561-54.7% | $12,312-75.9% |