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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 | $757,094 | $156,970+382.3% | $121,210+524.6% | $139,487+442.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.50% | 1477.10%-1463.6pp | 987.41%-973.9pp | 373.84%-360.3pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $30,000 | $4,849+518.7% | $4,084+634.7% | $6,713+346.9% |
| Admin fee / account holder | $22,261 | $6,947+220.4% | $5,647+294.2% | $11,407+95.1% |