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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 | $386,353 | $129,737+197.8% | $119,126+224.3% | $154,746+149.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.04% | 379.08%-366.0pp | 282.11%-269.1pp | 172.34%-159.3pp |
| Employer contribution / active EE | $8,000 | $4,375+82.9% | $4,034+98.3% | $4,379+82.7% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $35,898 | $11,961+200.1% | $10,693+235.7% | $14,365+149.9% |