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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 | $377,157 | $102,635+267.5% | $86,209+337.5% | $139,456+170.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 12.08% | 1923.53%-1911.5pp | 1169.05%-1157.0pp | 373.45%-361.4pp |
| Employer contribution / active EE | $2,205 | $3,034-27.3% | $2,381-7.4% | $4,753-53.6% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $9,467 | $8,661+9.3% | $6,853+38.1% | $11,407-17.0% |