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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 | $275,867 | $102,595+168.9% | $94,057+193.3% | $154,746+78.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 10.31% | 583.42%-573.1pp | 480.62%-470.3pp | 172.34%-162.0pp |
| Employer contribution / active EE | $7,119 | $3,147+126.2% | $2,933+142.7% | $4,379+62.6% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,210 | $7,736-71.4% | $7,244-69.5% | $14,365-84.6% |