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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 | $445,963 | $102,635+334.5% | $86,209+417.3% | $139,456+219.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 20.76% | 1923.53%-1902.8pp | 1169.05%-1148.3pp | 373.45%-352.7pp |
| Employer contribution / active EE | $3,513 | $3,034+15.8% | $2,381+47.5% | $4,753-26.1% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5,557 | $8,661-35.8% | $6,853-18.9% | $11,407-51.3% |