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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 | $380,588 | $168,635+125.7% | $147,617+157.8% | $125,389+203.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.43% | 77.65%-77.2pp | 61.98%-61.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $16,226 | $6,252+159.5% | $5,564+191.6% | $4,866+233.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,225 | $13,580-76.3% | $11,612-72.2% | $9,541-66.2% |