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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 | $453,393 | $88,815+410.5% | $81,882+453.7% | $145,897+210.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.22% | 1033.75%-1023.5pp | 779.47%-769.3pp | 552.29%-542.1pp |
| Employer contribution / active EE | $90,000 | $3,086+2816.1% | $2,916+2986.4% | $4,663+1830.2% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,074 | $8,434-28.0% | $7,360-17.5% | $13,390-54.6% |