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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 | $469,916 | $99,079+374.3% | $78,002+502.4% | $273,972+71.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.61% | 217.93%-208.3pp | 425.99%-416.4pp | 41.46%-31.8pp |
| Employer contribution / active EE | $28,399 | $3,308+758.6% | $2,470+1049.7% | $4,869+483.3% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $260,487 | $8,954+2809.2% | $5,481+4652.7% | $10,133+2470.8% |