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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 | $259,596 | $95,979+170.5% | $74,551+248.2% | $135,380+91.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.79% | 56.97%-50.2pp | 32.53%-25.7pp | 519.81%-513.0pp |
| Employer contribution / active EE | $6,667 | $2,716+145.4% | $1,961+240.0% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $23,765 | $6,522+264.4% | $5,059+369.7% | $10,828+119.5% |