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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 | $266,655 | $149,040+78.9% | $120,225+121.8% | $137,256+94.3% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.23% | 605.68%-591.5pp | 439.23%-425.0pp | 220.34%-206.1pp |
| Employer contribution / active EE | $28,518 | $4,350+555.5% | $3,475+720.5% | $4,156+586.2% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,159 | $6,348+12.8% | $5,696+25.7% | $12,270-41.7% |