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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 | $268,409 | $99,011+171.1% | $86,582+210.0% | $147,586+81.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.72% | 1312.75%-1302.0pp | 965.08%-954.4pp | 578.59%-567.9pp |
| Employer contribution / active EE | $17,394 | $3,132+455.3% | $2,839+512.6% | $4,876+256.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,244 | $5,709-43.2% | $4,904-33.9% | $10,886-70.2% |