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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 | $298,042 | $102,382+191.1% | $147,005+102.7% | $80,874+268.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 39.34% | 134.89%-95.5pp | 418.76%-379.4pp | 35.62%+3.7pp |
| Employer contribution / active EE | $9,090 | $3,715+144.7% | $4,934+84.2% | $2,756+229.9% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,680 | $7,942-66.3% | $13,006-79.4% | $6,935-61.4% |