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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 | $530,666 | $109,904+382.8% | $97,167+446.1% | $145,959+263.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.46% | 243.43%-230.0pp | 75.27%-61.8pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,500 | $3,084-18.9% | $2,729-8.4% | $4,661-46.4% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $18,302 | $6,216+194.4% | $5,650+223.9% | $13,398+36.6% |