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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 | $473,702 | $99,017+378.4% | $86,587+447.1% | $147,585+221.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 8.91% | 1312.37%-1303.5pp | 964.86%-955.9pp | 578.56%-569.6pp |
| Employer contribution / active EE | $6,032 | $3,132+92.6% | $2,839+112.5% | $4,876+23.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $10,000 | $5,710+75.1% | $4,906+103.8% | $10,885-8.1% |