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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 | $362,657 | $109,905+230.0% | $98,506+268.2% | $167,553+116.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.91% | 1960.20%-1945.3pp | 1494.92%-1480.0pp | 478.89%-464.0pp |
| Employer contribution / active EE | $14,232 | $3,226+341.2% | $2,961+380.6% | $4,840+194.1% |
| Participant deferral / active EE | $6,634 | $4,674+41.9% | $4,277+55.1% | $6,343+4.6% |
| Admin fee / account holder | $1,525 | $6,760-77.4% | $5,955-74.4% | $12,316-87.6% |