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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 | $414,184 | $169,237+144.7% | $129,339+220.2% | $145,978+183.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.73% | 14364.43%-14353.7pp | 9437.05%-9426.3pp | 550.52%-539.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,154-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $30,500 | $4,991+511.1% | $4,170+631.4% | $6,690+355.9% |
| Admin fee / account holder | $4,324 | $9,882-56.2% | $7,668-43.6% | $13,400-67.7% |