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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 | $283,514 | $110,039+157.6% | $97,260+191.5% | $145,884+94.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.11% | 244.44%-232.3pp | 75.54%-63.4pp | 551.85%-539.7pp |
| Employer contribution / active EE | $16,500 | $3,074+436.7% | $2,721+506.4% | $4,662+253.9% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,262-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,019 | $6,204-83.6% | $5,640-81.9% | $13,392-92.4% |