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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 | $331,997 | $96,643+243.5% | $86,617+283.3% | $139,456+138.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.40% | 106.57%-95.2pp | 591.91%-580.5pp | 373.45%-362.0pp |
| Employer contribution / active EE | $13,203 | $3,264+304.4% | $3,023+336.7% | $4,753+177.8% |
| Participant deferral / active EE | $0 | $4,835-100.0% | $4,437-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,595 | $6,406-43.9% | $5,613-36.0% | $11,407-68.5% |