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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 | $329,702 | $96,678+241.0% | $86,640+280.5% | $139,466+136.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.04% | 106.69%-94.7pp | 592.52%-580.5pp | 373.66%-361.6pp |
| Employer contribution / active EE | $85,000 | $3,265+2503.0% | $3,024+2710.5% | $4,754+1688.0% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,025 | $6,410-21.6% | $5,616-10.5% | $11,409-56.0% |