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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 | $275,301 | $109,872+150.6% | $98,483+179.5% | $167,536+64.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 21.23% | 1959.31%-1938.1pp | 1494.38%-1473.2pp | 478.82%-457.6pp |
| Employer contribution / active EE | $3,750 | $3,225+16.3% | $2,961+26.7% | $4,839-22.5% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $21,793 | $6,757+222.5% | $5,953+266.1% | $12,315+77.0% |