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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 | $279,546 | $63,342+341.3% | $92,236+203.1% | $70,131+298.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.72% | 530.15%-517.4pp | 176.29%-163.6pp | 73.14%-60.4pp |
| Employer contribution / active EE | $11,300 | $2,471+357.3% | $3,679+207.1% | $2,342+382.4% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $21,591 | $3,840+462.2% | $5,194+315.7% | $4,645+364.8% |