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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 | $489,231 | $88,754+451.2% | $81,820+497.9% | $145,877+235.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.85% | 1031.77%-1020.9pp | 777.93%-767.1pp | 551.28%-540.4pp |
| Employer contribution / active EE | $15,347 | $3,085+397.4% | $2,915+426.5% | $4,663+229.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,781 | $8,424-31.4% | $7,391-21.8% | $13,402-56.9% |