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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 | $402,127 | $90,617+343.8% | $79,476+406.0% | $135,382+197.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.82% | 977.57%-967.7pp | 718.21%-708.4pp | 519.77%-509.9pp |
| Employer contribution / active EE | $27,550 | $3,068+798.1% | $2,800+883.8% | $4,779+476.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,511 | $5,907-23.6% | $5,113-11.8% | $10,829-58.3% |