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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 | $344,867 | $156,970+119.7% | $121,210+184.5% | $139,487+147.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.66% | 1477.10%-1464.4pp | 987.41%-974.8pp | 373.84%-361.2pp |
| Employer contribution / active EE | $23,898 | $5,546+330.9% | $4,171+473.0% | $4,755+402.6% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $10,585 | $6,947+52.4% | $5,647+87.4% | $11,407-7.2% |