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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 | $441,379 | $121,656+262.8% | $104,614+321.9% | $158,950+177.7% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.8pp |
| Annual return | 4.63% | 465.51%-460.9pp | 340.56%-335.9pp | 302.91%-298.3pp |
| Employer contribution / active EE | $17,461 | $3,164+451.8% | $2,681+551.3% | $4,762+266.7% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $19,545 | $7,775+151.4% | $6,464+202.4% | $11,248+73.8% |