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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 | $355,883 | $155,833+128.4% | $124,693+185.4% | $167,536+112.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.66% | 17.98%-6.3pp | 5144.19%-5132.5pp | 478.82%-467.2pp |
| Employer contribution / active EE | $5,900 | $4,164+41.7% | $3,324+77.5% | $4,839+21.9% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,273 | $9,534-65.7% | $7,494-56.3% | $12,315-73.4% |