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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 | $462,655 | $169,336+173.2% | $129,384+257.6% | $145,884+217.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 25.73% | 14408.70%-14383.0pp | 9461.77%-9436.0pp | 551.85%-526.1pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $30,000 | $4,985+501.8% | $4,166+620.2% | $6,690+348.5% |
| Admin fee / account holder | $5,283 | $9,912-46.7% | $7,686-31.3% | $13,392-60.6% |