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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 | $415,931 | $99,011+320.1% | $86,582+380.4% | $147,586+181.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 31.69% | 1312.75%-1281.1pp | 965.08%-933.4pp | 578.59%-546.9pp |
| Employer contribution / active EE | $23,164 | $3,132+639.5% | $2,839+715.8% | $4,876+375.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,515 | $5,709+49.1% | $4,904+73.6% | $10,886-21.8% |