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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 | $623,418 | $129,476+381.5% | $93,515+566.7% | $158,982+292.1% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 13.17% | 118.56%-105.4pp | 78.21%-65.0pp | 302.99%-289.8pp |
| Employer contribution / active EE | $9,000 | $2,717+231.3% | $2,077+333.3% | $4,763+89.0% |
| Participant deferral / active EE | $0 | $3,916-100.0% | $3,129-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,833 | $7,396-48.2% | $5,235-26.8% | $11,252-65.9% |