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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 | $275,625 | $106,008+160.0% | $92,240+198.8% | $147,586+86.8% |
| Participation rate | 95.7% | 80.4%+15.2pp | 76.5%+19.2pp | 82.8%+12.8pp |
| Annual return | 16.56% | 50.05%-33.5pp | 176.29%-159.7pp | 578.59%-562.0pp |
| Employer contribution / active EE | $22,022 | $4,333+408.2% | $3,680+498.5% | $4,876+351.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,785 | $6,333-40.2% | $5,194-27.1% | $10,886-65.2% |