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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 | $357,282 | $102,663+248.0% | $86,216+314.4% | $139,466+156.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 13.88% | 1924.52%-1910.6pp | 1169.42%-1155.5pp | 373.66%-359.8pp |
| Employer contribution / active EE | $6,500 | $3,035+114.2% | $2,382+172.9% | $4,754+36.7% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,712-100.0% |
| Admin fee / account holder | $532 | $8,663-93.9% | $6,853-92.2% | $11,409-95.3% |