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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 | $487,684 | $57,352+750.3% | $83,831+481.7% | $64,173+660.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 175.96% | 11.38%+164.6pp | 850.99%-675.0pp | 7.63%+168.3pp |
| Employer contribution / active EE | $1,411 | $2,546-44.6% | $3,631-61.2% | $2,381-40.8% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $407 | $4,046-89.9% | $5,479-92.6% | $4,887-91.7% |