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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 | $511,968 | $96,678+429.6% | $86,640+490.9% | $139,466+267.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.48% | 106.69%-95.2pp | 592.52%-581.0pp | 373.66%-362.2pp |
| Employer contribution / active EE | $15,000 | $3,265+359.4% | $3,024+396.0% | $4,754+215.5% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,651 | $6,410-43.0% | $5,616-35.0% | $11,409-68.0% |