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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 | $318,355 | $96,678+229.3% | $86,640+267.4% | $139,466+128.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.93% | 106.69%-92.8pp | 592.52%-578.6pp | 373.66%-359.7pp |
| Employer contribution / active EE | $6,142 | $3,265+88.1% | $3,024+103.1% | $4,754+29.2% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,407 | $6,410+15.6% | $5,616+31.9% | $11,409-35.1% |