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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 | $333,147 | $90,691+267.3% | $76,119+337.7% | $145,884+128.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.57% | 624.52%-613.9pp | 361.25%-350.7pp | 551.85%-541.3pp |
| Employer contribution / active EE | $9,819 | $3,329+195.0% | $2,693+264.7% | $4,662+110.6% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $431 | $8,383-94.9% | $6,421-93.3% | $13,392-96.8% |