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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 | $337,734 | $138,075+144.6% | $123,552+173.4% | $135,379+149.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.27% | 153.70%-153.4pp | 119.20%-118.9pp | 519.79%-519.5pp |
| Employer contribution / active EE | $25,000 | $5,152+385.3% | $4,628+440.2% | $4,779+423.1% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,367 | $10,917-69.2% | $9,285-63.7% | $10,828-68.9% |