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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 | $284,208 | $125,184+127.0% | $105,607+169.1% | $145,884+94.8% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.06% | 225.00%-215.9pp | 116.11%-107.0pp | 551.85%-542.8pp |
| Employer contribution / active EE | $3,333 | $3,720-10.4% | $3,167+5.3% | $4,662-28.5% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,485 | $17,133-44.6% | $10,958-13.4% | $13,392-29.2% |