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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 | $346,571 | $102,393+238.5% | $147,041+135.7% | $80,911+328.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 93.25% | 134.95%-41.7pp | 419.21%-326.0pp | 35.63%+57.6pp |
| Employer contribution / active EE | $10,951 | $3,715+194.7% | $4,935+121.9% | $2,756+297.4% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,403 | $7,943-32.0% | $13,006-58.5% | $6,935-22.1% |