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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 | $373,330 | $109,967+239.5% | $97,197+284.1% | $145,877+155.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.26% | 244.27%-233.0pp | 75.47%-64.2pp | 551.28%-540.0pp |
| Employer contribution / active EE | $13,245 | $3,077+330.5% | $2,723+386.5% | $4,663+184.1% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,187 | $6,199-32.5% | $5,637-25.7% | $13,402-68.8% |