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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 | $480,838 | $88,754+441.8% | $81,820+487.7% | $145,877+229.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 11.06% | 1031.77%-1020.7pp | 777.93%-766.9pp | 551.28%-540.2pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,378 | $4,648+166.3% | $4,323+186.4% | $6,691+85.0% |
| Admin fee / account holder | $52,103 | $8,424+518.5% | $7,391+605.0% | $13,402+288.8% |