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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 | $427,264 | $82,678+416.8% | $125,391+240.7% | $68,490+523.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 27.21% | -5.97%+33.2pp | 572.41%-545.2pp | -7.85%+35.1pp |
| Employer contribution / active EE | $6,763 | $3,382+100.0% | $4,816+40.4% | $2,597+160.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $25,935 | $6,277+313.2% | $10,009+159.1% | $5,403+380.0% |