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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 | $314,307 | $234,190+34.2% | $180,320+74.3% | $198,609+58.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 8.78% | 1057.44%-1048.7pp | 778.54%-769.8pp | 202.70%-193.9pp |
| Employer contribution / active EE | $25,000 | $5,258+375.5% | $4,108+508.6% | $5,055+394.5% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $19,419 | $12,558+54.6% | $10,000+94.2% | $19,030+2.0% |