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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 | $252,454 | $169,336+49.1% | $129,384+95.1% | $145,884+73.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.77% | 14408.70%-14387.9pp | 9461.77%-9441.0pp | 551.85%-531.1pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $32,750 | $4,985+557.0% | $4,166+686.2% | $6,690+389.6% |
| Admin fee / account holder | $438 | $9,912-95.6% | $7,686-94.3% | $13,392-96.7% |