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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 | $329,050 | $156,927+109.7% | $121,169+171.6% | $139,456+136.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.56% | 1475.85%-1460.3pp | 986.71%-971.2pp | 373.45%-357.9pp |
| Employer contribution / active EE | $9,900 | $5,542+78.6% | $4,168+137.5% | $4,753+108.3% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,969 | $6,946-42.9% | $5,645-29.7% | $11,407-65.2% |