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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 | $383,911 | $108,701+253.2% | $74,723+413.8% | $152,909+151.1% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 20.87% | 114.12%-93.2pp | 753.18%-732.3pp | 345.46%-324.6pp |
| Employer contribution / active EE | $62 | $1,504-95.9% | $1,084-94.2% | $4,764-98.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $1,962-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,008 | $4,906+124.4% | $3,335+230.1% | $11,601-5.1% |