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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 | $483,016 | $110,830+335.8% | $86,625+457.6% | $167,553+188.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 8.50% | 116.99%-108.5pp | 63.52%-55.0pp | 478.89%-470.4pp |
| Employer contribution / active EE | $25,131 | $3,245+674.4% | $2,496+906.9% | $4,840+419.3% |
| Participant deferral / active EE | $0 | $4,548-100.0% | $3,700-100.0% | $6,343-100.0% |
| Admin fee / account holder | $22,433 | $8,420+166.4% | $5,830+284.8% | $12,316+82.1% |