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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 | $307,323 | $156,970+95.8% | $121,210+153.5% | $139,487+120.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.69% | 1477.10%-1466.4pp | 987.41%-976.7pp | 373.84%-363.1pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $31,183 | $4,849+543.1% | $4,084+663.6% | $6,713+364.5% |
| Admin fee / account holder | $5,687 | $6,947-18.1% | $5,647+0.7% | $11,407-50.2% |