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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 | $169,237+173.4% | $129,339+257.7% | $145,978+216.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 25.73% | 14364.43%-14338.7pp | 9437.05%-9411.3pp | 550.52%-524.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $30,000 | $4,991+501.1% | $4,170+619.4% | $6,690+348.5% |
| Admin fee / account holder | $5,283 | $9,882-46.5% | $7,668-31.1% | $13,400-60.6% |