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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 | $400,812 | $57,330+599.1% | $86,656+362.5% | $75,177+433.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 14.04% | 2675.40%-2661.4pp | 593.09%-579.0pp | 160.75%-146.7pp |
| Employer contribution / active EE | $24,154 | $2,316+942.7% | $3,025+698.4% | $2,671+804.3% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $26,885 | $4,115+553.4% | $5,619+378.5% | $5,651+375.7% |