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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 | $333,307 | $106,008+214.4% | $92,240+261.3% | $147,586+125.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.82% | 50.05%-35.2pp | 176.29%-161.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $19,661 | $4,333+353.7% | $3,680+434.3% | $4,876+303.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $748 | $6,333-88.2% | $5,194-85.6% | $10,886-93.1% |