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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 | $281,435 | $88,815+216.9% | $81,882+243.7% | $145,897+92.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.33% | 1033.75%-1020.4pp | 779.47%-766.1pp | 552.29%-539.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $39,193 | $4,647+743.3% | $4,323+806.6% | $6,689+485.9% |
| Admin fee / account holder | $16,500 | $8,434+95.6% | $7,360+124.2% | $13,390+23.2% |