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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 | $485,887 | $96,678+402.6% | $86,640+460.8% | $139,466+248.4% |
| Participation rate | 88.2% | 74.4%+13.8pp | 71.7%+16.5pp | 80.3%+7.9pp |
| Annual return | 11.83% | 106.69%-94.9pp | 592.52%-580.7pp | 373.66%-361.8pp |
| Employer contribution / active EE | $18,686 | $3,265+472.2% | $3,024+517.9% | $4,754+293.1% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,142 | $6,410-51.0% | $5,616-44.1% | $11,409-72.5% |