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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 | $427,506 | $96,691+342.1% | $86,656+393.3% | $139,487+206.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.47% | 106.87%-94.4pp | 593.09%-580.6pp | 373.84%-361.4pp |
| Employer contribution / active EE | $17,337 | $3,267+430.7% | $3,025+473.0% | $4,755+264.6% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,682 | $6,414-27.0% | $5,619-16.7% | $11,407-59.0% |