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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 | $253,989 | $110,093+130.7% | $97,295+161.0% | $145,897+74.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.67% | 244.76%-236.1pp | 75.62%-67.0pp | 552.29%-543.6pp |
| Employer contribution / active EE | $12,514 | $3,077+306.6% | $2,723+359.6% | $4,663+168.4% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $4,264-100.0% | $6,689-100.0% |
| Admin fee / account holder | $6,300 | $6,212+1.4% | $5,646+11.6% | $13,390-52.9% |