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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 | $344,703 | $84,697+307.0% | $73,845+366.8% | $125,393+174.9% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 4.08% | 3123.66%-3119.6pp | 2267.91%-2263.8pp | 282.23%-278.2pp |
| Employer contribution / active EE | $11,111 | $3,123+255.7% | $2,788+298.6% | $4,866+128.3% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $78,447 | $5,692+1278.3% | $4,881+1507.4% | $9,541+722.2% |