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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 | $462,379 | $99,079+366.7% | $78,002+492.8% | $273,972+68.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.81% | 217.93%-208.1pp | 425.99%-416.2pp | 41.46%-31.6pp |
| Employer contribution / active EE | $5,870 | $3,308+77.5% | $2,470+137.7% | $4,869+20.6% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20,881 | $8,954+133.2% | $5,481+281.0% | $10,133+106.1% |