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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 | $333,782 | $169,361+97.1% | $129,397+158.0% | $145,877+128.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 34.65% | 14395.54%-14360.9pp | 9453.98%-9419.3pp | 551.28%-516.6pp |
| Employer contribution / active EE | $69,000 | $5,542+1145.1% | $4,154+1560.9% | $4,663+1379.8% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,169 | $9,903-78.1% | $7,679-71.8% | $13,402-83.8% |