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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 | $356,067 | $110,629+221.9% | $80,784+340.8% | $167,553+112.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 13.25% | 120.58%-107.3pp | 87.31%-74.1pp | 478.89%-465.6pp |
| Employer contribution / active EE | $20,909 | $1,543+1255.0% | $1,160+1702.2% | $4,840+332.0% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,145-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,463 | $4,547+20.2% | $3,380+61.6% | $12,316-55.6% |