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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 | $398,536 | $88,778+348.9% | $81,844+386.9% | $145,884+173.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.37% | 1033.03%-1015.7pp | 778.87%-761.5pp | 551.85%-534.5pp |
| Employer contribution / active EE | $15,000 | $3,087+385.9% | $2,916+414.3% | $4,662+221.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,465 | $8,430+0.4% | $7,355+15.1% | $13,392-36.8% |