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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 | $259,925 | $102,663+153.2% | $86,216+201.5% | $139,466+86.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 42.49% | 1924.52%-1882.0pp | 1169.42%-1126.9pp | 373.66%-331.2pp |
| Employer contribution / active EE | $3,053 | $3,035+0.6% | $2,382+28.2% | $4,754-35.8% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $12,960 | $8,663+49.6% | $6,853+89.1% | $11,409+13.6% |