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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 | $169,356+144.6% | $129,406+220.1% | $145,897+183.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.73% | 14418.62%-14407.9pp | 9468.18%-9457.4pp | 552.29%-541.6pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,500 | $4,987+511.6% | $4,167+631.9% | $6,689+356.0% |
| Admin fee / account holder | $4,324 | $9,915-56.4% | $7,689-43.8% | $13,390-67.7% |