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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 | $270,512 | $90,607+198.6% | $79,467+240.4% | $135,380+99.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 2.56% | 977.74%-975.2pp | 718.30%-715.7pp | 519.81%-517.2pp |
| Employer contribution / active EE | $3,426 | $3,068+11.7% | $2,800+22.3% | $4,779-28.3% |
| Participant deferral / active EE | $5,638 | $4,050+39.2% | $3,704+52.2% | $5,609+0.5% |
| Admin fee / account holder | $14,274 | $5,895+142.1% | $5,104+179.7% | $10,828+31.8% |