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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 | $255,929 | $57,350+346.3% | $83,850+205.2% | $64,181+298.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 219.89% | 11.38%+208.5pp | 850.92%-631.0pp | 7.63%+212.3pp |
| Employer contribution / active EE | $29,377 | $2,545+1054.1% | $3,631+709.1% | $2,381+1133.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,816 | $4,046+117.9% | $5,478+60.9% | $4,887+80.4% |