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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 | $353,574 | $135,645+160.7% | $110,243+220.7% | $135,379+161.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 12.21% | 513.24%-501.0pp | 314.76%-302.5pp | 519.79%-507.6pp |
| Employer contribution / active EE | $11,163 | $4,907+127.5% | $3,827+191.7% | $4,779+133.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,163 | $11,458-89.9% | $8,548-86.4% | $10,828-89.3% |