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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 | $99,031+171.0% | $86,597+210.0% | $147,585+81.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 10.72% | 1312.56%-1301.8pp | 964.96%-954.2pp | 578.57%-567.9pp |
| Employer contribution / active EE | $17,394 | $3,132+455.3% | $2,840+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 | $5,711-43.2% | $4,906-33.9% | $10,885-70.2% |