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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 | $323,732 | $169,161+91.4% | $129,295+150.4% | $145,959+121.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.01% | 14348.07%-14339.1pp | 9429.28%-9420.3pp | 561.95%-552.9pp |
| Employer contribution / active EE | $11,550 | $5,543+108.4% | $4,157+177.8% | $4,661+147.8% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,784 | $9,878-71.8% | $7,665-63.7% | $13,398-79.2% |