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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 | $409,096 | $144,130+183.8% | $117,860+247.1% | $147,585+177.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.08% | 531.20%-520.1pp | 335.10%-324.0pp | 578.58%-567.5pp |
| Employer contribution / active EE | $33,786 | $4,897+590.0% | $3,786+792.3% | $4,876+592.9% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,613 | $10,887-66.8% | $8,021-55.0% | $10,886-66.8% |