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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 | $572,315 | $106,008+439.9% | $92,240+520.5% | $147,586+287.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.52% | 50.05%-38.5pp | 176.29%-164.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $29,149 | $4,333+572.7% | $3,680+692.2% | $4,876+497.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,167 | $6,333+123.7% | $5,194+172.7% | $10,886+30.1% |