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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 | $398,000 | $150,435+164.6% | $120,580+230.1% | $145,897+172.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 13.97% | 154.60%-140.6pp | 107.48%-93.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,000 | $6,174-19.0% | $4,995+0.1% | $6,689-25.3% |
| Admin fee / account holder | $188,271 | $12,182+1445.5% | $9,418+1899.0% | $13,390+1306.0% |