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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 | $354,505 | $106,557+232.7% | $91,227+288.6% | $134,545+163.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 1.04% | 160.81%-159.8pp | 114.14%-113.1pp | 418.37%-417.3pp |
| Employer contribution / active EE | $16,574 | $3,332+397.4% | $2,851+481.3% | $4,742+249.5% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $25,306 | $6,235+305.9% | $5,423+366.7% | $11,431+121.4% |