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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 | $638,640 | $106,005+502.5% | $92,239+592.4% | $147,585+332.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.39% | 50.05%-36.7pp | 176.29%-162.9pp | 578.58%-565.2pp |
| Employer contribution / active EE | $34,573 | $4,333+697.8% | $3,680+839.6% | $4,876+609.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,780 | $6,333+7.1% | $5,194+30.5% | $10,886-37.7% |