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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 | $294,569 | $88,754+231.9% | $81,820+260.0% | $145,877+101.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.39% | 1031.77%-1014.4pp | 777.93%-760.5pp | 551.28%-533.9pp |
| Employer contribution / active EE | $14,583 | $3,085+372.7% | $2,915+400.3% | $4,663+212.7% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $400 | $8,424-95.3% | $7,391-94.6% | $13,402-97.0% |