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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 | $96,630+345.1% | $86,605+396.7% | $139,427+208.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.28% | 106.48%-93.2pp | 591.39%-578.1pp | 373.27%-360.0pp |
| Employer contribution / active EE | $35,841 | $3,264+998.1% | $3,023+1085.6% | $4,752+654.3% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,711-100.0% |
| Admin fee / account holder | $86,750 | $6,405+1254.5% | $5,611+1445.9% | $11,404+660.7% |