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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 | $389,326 | $99,011+293.2% | $86,582+349.7% | $147,586+163.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.76% | 1312.75%-1302.0pp | 965.08%-954.3pp | 578.59%-567.8pp |
| Employer contribution / active EE | $6,818 | $3,132+117.7% | $2,839+140.1% | $4,876+39.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,506 | $5,709+154.1% | $4,904+195.8% | $10,886+33.3% |