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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 | $260,467 | $150,447+73.1% | $136,298+91.1% | $147,586+76.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.87% | 1049.15%-1037.3pp | 5156.27%-5144.4pp | 578.59%-566.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,352 | $6,631+10.9% | $6,247+17.7% | $5,439+35.2% |
| Admin fee / account holder | $2,686 | $10,906-75.4% | $9,244-70.9% | $10,886-75.3% |