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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 | $257,769 | $169,336+52.2% | $129,384+99.2% | $145,884+76.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.01% | 14408.70%-14392.7pp | 9461.77%-9445.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $18,750 | $5,540+238.5% | $4,153+351.5% | $4,662+302.2% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,015 | $9,912-59.5% | $7,686-47.8% | $13,392-70.0% |