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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 | $261,893 | $104,953+149.5% | $84,637+209.4% | $152,909+71.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 24.63% | 373.94%-349.3pp | 258.82%-234.2pp | 345.46%-320.8pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,955 | $4,691+154.9% | $3,900+206.5% | $5,851+104.3% |
| Admin fee / account holder | $2,409 | $6,244-61.4% | $4,914-51.0% | $11,601-79.2% |