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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 | $263,066 | $104,106+152.7% | $71,086+270.1% | $135,379+94.3% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | 6.87% | 1256.30%-1249.4pp | 650.59%-643.7pp | 519.79%-512.9pp |
| Employer contribution / active EE | $10,208 | $1,485+587.5% | $1,088+838.5% | $4,779+113.6% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,000 | $4,142+20.7% | $3,082+62.2% | $10,828-53.8% |