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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 | $328,641 | $112,099+193.2% | $95,954+242.5% | $158,931+106.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.23% | 171.12%-156.9pp | 91.62%-77.4pp | 302.86%-288.6pp |
| Employer contribution / active EE | $9,309 | $3,198+191.1% | $2,541+266.3% | $4,761+95.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $671 | $10,132-93.4% | $6,796-90.1% | $11,247-94.0% |