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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 | $342,884 | $125,184+173.9% | $105,607+224.7% | $145,884+135.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.26% | 225.00%-214.7pp | 116.11%-105.8pp | 551.85%-541.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,627 | $5,714-1.5% | $5,011+12.3% | $6,690-15.9% |
| Admin fee / account holder | $6,232 | $17,133-63.6% | $10,958-43.1% | $13,392-53.5% |