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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 | $298,589 | $72,071+314.3% | $68,368+336.7% | $137,256+117.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.12% | 353.14%-337.0pp | 292.57%-276.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $7,963 | $2,788+185.6% | $2,649+200.6% | $4,156+91.6% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $10,000 | $5,336+87.4% | $5,150+94.2% | $12,270-18.5% |