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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 | $169,356+91.2% | $129,406+150.2% | $145,897+121.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.01% | 14418.62%-14409.6pp | 9468.18%-9459.2pp | 552.29%-543.3pp |
| Employer contribution / active EE | $11,550 | $5,542+108.4% | $4,155+178.0% | $4,663+147.7% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,784 | $9,915-71.9% | $7,689-63.8% | $13,390-79.2% |