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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 | $482,952 | $96,691+399.5% | $86,656+457.3% | $139,487+246.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.45% | 106.87%-93.4pp | 593.09%-579.6pp | 373.84%-360.4pp |
| Employer contribution / active EE | $0 | $3,267-100.0% | $3,025-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,988 | $4,838-58.9% | $4,439-55.2% | $6,713-70.4% |
| Admin fee / account holder | $76,898 | $6,414+1098.8% | $5,619+1268.6% | $11,407+574.1% |