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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 | $465,542 | $150,446+209.4% | $136,297+241.6% | $147,585+215.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.58% | 1049.14%-1036.6pp | 5156.19%-5143.6pp | 578.58%-566.0pp |
| Employer contribution / active EE | $4,161 | $5,256-20.8% | $4,696-11.4% | $4,876-14.7% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $89,203 | $10,906+717.9% | $9,244+865.0% | $10,886+719.5% |