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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 | $433,934 | $171,492+153.0% | $150,734+187.9% | $198,609+118.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 5.63% | 804.70%-799.1pp | 600.81%-595.2pp | 202.70%-197.1pp |
| Employer contribution / active EE | $20,000 | $5,470+265.6% | $4,918+306.7% | $5,055+295.6% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,430 | $17,628-74.9% | $14,905-70.3% | $19,030-76.7% |