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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 | $385,722 | $49,239+683.4% | $70,462+447.4% | $79,858+383.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 3059.21% | 30.08%+3029.1pp | 109.08%+2950.1pp | 31.72%+3027.5pp |
| Employer contribution / active EE | $11,849 | $2,100+464.2% | $2,737+332.9% | $2,471+379.6% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12,551 | $2,876+336.3% | $3,845+226.4% | $5,306+136.5% |