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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 | $470,232 | $110,801+324.4% | $86,615+442.9% | $167,536+180.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 14.44% | 116.96%-102.5pp | 63.51%-49.1pp | 478.82%-464.4pp |
| Employer contribution / active EE | $14,648 | $3,245+351.5% | $2,496+487.0% | $4,839+202.7% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $49,071 | $8,417+483.0% | $5,830+741.8% | $12,315+298.5% |