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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 | $88,754+410.8% | $81,820+454.1% | $145,877+210.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.22% | 1031.77%-1021.5pp | 777.93%-767.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $90,000 | $3,085+2817.0% | $2,915+2987.5% | $4,663+1830.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $6,074 | $8,424-27.9% | $7,391-17.8% | $13,402-54.7% |