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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 | $252,451 | $100,938+150.1% | $90,461+179.1% | $158,982+58.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.74% | 1727.20%-1716.5pp | 1294.76%-1284.0pp | 302.99%-292.2pp |
| Employer contribution / active EE | $6,100 | $3,691+65.2% | $3,264+86.9% | $4,763+28.1% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $18,580 | $6,510+185.4% | $5,617+230.8% | $11,252+65.1% |