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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 | $368,208 | $88,778+314.8% | $81,844+349.9% | $145,884+152.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.28% | 1033.03%-1021.7pp | 778.87%-767.6pp | 551.85%-540.6pp |
| Employer contribution / active EE | $27,142 | $3,087+779.3% | $2,916+830.7% | $4,662+482.2% |
| Participant deferral / active EE | $22,040 | $4,648+374.2% | $4,323+409.8% | $6,690+229.5% |
| Admin fee / account holder | $112,022 | $8,430+1228.8% | $7,355+1423.0% | $13,392+736.5% |