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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 | $365,000 | $76,371+377.9% | $93,621+289.9% | $72,976+400.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 376.93% | 25.82%+351.1pp | 32.76%+344.2pp | 81.02%+295.9pp |
| Employer contribution / active EE | $5,467 | $2,276+140.2% | $2,719+101.1% | $2,440+124.0% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,005 | $6,839-70.7% | $7,890-74.6% | $5,124-60.9% |