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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 | $266,220 | $85,766+210.4% | $136,298+95.3% | $70,126+279.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 67.11% | 31.46%+35.7pp | 5156.27%-5089.2pp | 73.15%-6.0pp |
| Employer contribution / active EE | $14,005 | $2,966+372.2% | $4,696+198.3% | $2,343+497.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,744 | $5,421-12.5% | $9,244-48.7% | $4,645+2.1% |