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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 | $281,446 | $106,001+165.5% | $92,235+205.1% | $147,585+90.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.43% | 50.05%-35.6pp | 176.28%-161.9pp | 578.56%-564.1pp |
| Employer contribution / active EE | $18,298 | $4,333+322.3% | $3,679+397.3% | $4,876+275.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,143 | $6,332+12.8% | $5,194+37.5% | $10,885-34.4% |