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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 | $258,885 | $88,754+191.7% | $81,820+216.4% | $145,877+77.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.36% | 1031.77%-1007.4pp | 777.93%-753.6pp | 551.28%-526.9pp |
| Employer contribution / active EE | $7,384 | $3,085+139.3% | $2,915+153.3% | $4,663+58.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10,025 | $8,424+19.0% | $7,391+35.6% | $13,402-25.2% |