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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 | $351,379 | $88,778+295.8% | $81,844+329.3% | $145,884+140.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.91% | 1033.03%-1017.1pp | 778.87%-763.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $19,686 | $3,087+537.7% | $2,916+575.0% | $4,662+322.2% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $43,934 | $8,430+421.1% | $7,355+497.3% | $13,392+228.1% |