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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 | $559,715 | $90,607+517.7% | $79,467+604.3% | $135,380+313.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.76% | 977.74%-969.0pp | 718.30%-709.5pp | 519.81%-511.0pp |
| Employer contribution / active EE | $10,253 | $3,068+234.2% | $2,800+266.2% | $4,779+114.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,018 | $5,895+103.9% | $5,104+135.5% | $10,828+11.0% |