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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 | $333,443 | $150,447+121.6% | $136,298+144.6% | $147,586+125.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.12% | 1049.15%-1032.0pp | 5156.27%-5139.1pp | 578.59%-561.5pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $10,786 | $6,631+62.7% | $6,247+72.7% | $5,439+98.3% |
| Admin fee / account holder | $1,219 | $10,906-88.8% | $9,244-86.8% | $10,886-88.8% |