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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 | $386,778 | $85,766+351.0% | $136,298+183.8% | $70,126+451.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 58.26% | 31.46%+26.8pp | 5156.27%-5098.0pp | 73.15%-14.9pp |
| Employer contribution / active EE | $13,239 | $2,966+346.3% | $4,696+181.9% | $2,343+465.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,247 | $5,421-3.2% | $9,244-43.2% | $4,645+12.9% |