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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 | $277,333 | $138,076+100.9% | $123,553+124.5% | $135,380+104.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.99% | 153.70%-152.7pp | 119.21%-118.2pp | 519.81%-518.8pp |
| Employer contribution / active EE | $28,028 | $5,152+444.0% | $4,628+505.6% | $4,779+486.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15,375 | $10,917+40.8% | $9,284+65.6% | $10,828+42.0% |