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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 | $430,128 | $96,691+344.8% | $86,656+396.4% | $139,487+208.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.28% | 106.87%-93.6pp | 593.09%-579.8pp | 373.84%-360.6pp |
| Employer contribution / active EE | $35,841 | $3,267+997.1% | $3,025+1084.6% | $4,755+653.8% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $86,750 | $6,414+1252.4% | $5,619+1444.0% | $11,407+660.5% |