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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 | $362,843 | $177,353+104.6% | $158,226+129.3% | $198,609+82.7% |
| Participation rate | 87.0% | 77.0%+9.9pp | 74.8%+12.1pp | 82.4%+4.6pp |
| Annual return | 26.13% | 599.50%-573.4pp | 501.41%-475.3pp | 202.70%-176.6pp |
| Employer contribution / active EE | $23,232 | $3,239+617.3% | $2,986+678.2% | $5,055+359.5% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $517 | $10,960-95.3% | $10,217-94.9% | $19,030-97.3% |