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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 | $311,077 | $73,518+323.1% | $63,003+393.8% | $147,585+110.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 9.16% | 175.46%-166.3pp | 87.59%-78.4pp | 578.56%-569.4pp |
| Employer contribution / active EE | $24,530 | $3,322+638.3% | $2,760+788.7% | $4,876+403.0% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $25,148 | $5,952+322.5% | $3,600+598.5% | $10,885+131.0% |