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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 | $285,104 | $169,336+68.4% | $129,384+120.4% | $145,884+95.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.89% | 14408.70%-14394.8pp | 9461.77%-9447.9pp | 551.85%-538.0pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $30,500 | $4,985+511.8% | $4,166+632.2% | $6,690+355.9% |
| Admin fee / account holder | $3,188 | $9,912-67.8% | $7,686-58.5% | $13,392-76.2% |