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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 | $275,715 | $124,346+121.7% | $111,306+147.7% | $167,553+64.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 171.87% | 37.46%+134.4pp | 54.67%+117.2pp | 478.89%-307.0pp |
| Employer contribution / active EE | $12,875 | $3,438+274.5% | $2,732+371.3% | $4,840+166.0% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $8,288 | $10,623-22.0% | $7,966+4.0% | $12,316-32.7% |