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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 | $429,487 | $156,963+173.6% | $121,204+254.4% | $139,466+208.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 28.31% | 1476.75%-1448.4pp | 987.18%-958.9pp | 373.66%-345.4pp |
| Employer contribution / active EE | $66,000 | $5,544+1090.4% | $4,170+1482.8% | $4,754+1288.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,452 | $6,953-50.4% | $5,651-38.9% | $11,409-69.7% |