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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 | $310,987 | $104,577+197.4% | $76,667+305.6% | $152,909+103.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 24.52% | 1014.36%-989.8pp | 1166.74%-1142.2pp | 345.46%-320.9pp |
| Employer contribution / active EE | $5,000 | $3,119+60.3% | $2,303+117.1% | $4,764+5.0% |
| Participant deferral / active EE | $0 | $4,237-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $54,720 | $12,290+345.2% | $6,423+751.9% | $11,601+371.7% |