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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 | $493,359 | $107,363+359.5% | $92,909+431.0% | $152,897+222.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 14.44% | 145.63%-131.2pp | 109.44%-95.0pp | 345.43%-331.0pp |
| Employer contribution / active EE | $30,178 | $4,222+614.8% | $3,653+726.0% | $4,764+533.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,309 | $7,082-81.5% | $5,795-77.4% | $11,599-88.7% |