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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 | $751,067 | $88,778+746.0% | $81,844+817.7% | $145,884+414.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.10% | 1033.03%-1014.9pp | 778.87%-760.8pp | 551.85%-533.7pp |
| Employer contribution / active EE | $9,818 | $3,087+218.0% | $2,916+236.6% | $4,662+110.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $25,015 | $8,430+196.7% | $7,355+240.1% | $13,392+86.8% |