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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 | $376,060 | $185,225+103.0% | $142,898+163.2% | $167,536+124.5% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 11.89% | 8558.12%-8546.2pp | 5639.64%-5627.7pp | 478.82%-466.9pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $26,000 | $4,496+478.3% | $3,838+577.4% | $6,342+309.9% |
| Admin fee / account holder | $4,286 | $8,032-46.6% | $6,560-34.7% | $12,315-65.2% |