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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 | $389,809 | $107,368+263.1% | $92,915+319.5% | $152,909+154.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.95% | 145.64%-124.7pp | 109.45%-88.5pp | 345.46%-324.5pp |
| Employer contribution / active EE | $6,500 | $4,222+53.9% | $3,653+77.9% | $4,764+36.4% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,254 | $7,082+129.5% | $5,796+180.5% | $11,601+40.1% |