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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 | $401,531 | $115,796+246.8% | $101,264+296.5% | $158,950+152.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.68% | 56.15%-42.5pp | 46.48%-32.8pp | 302.91%-289.2pp |
| Employer contribution / active EE | $12,160 | $4,175+191.2% | $3,660+232.3% | $4,762+155.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,080 | $7,247-29.9% | $5,947-14.6% | $11,248-54.8% |