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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 | $529,720 | $125,190+323.1% | $105,624+401.5% | $145,897+263.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.08% | 225.22%-208.1pp | 116.20%-99.1pp | 552.29%-535.2pp |
| Employer contribution / active EE | $17,452 | $3,720+369.1% | $3,168+451.0% | $4,663+274.3% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $169,117 | $17,138+886.8% | $10,961+1442.8% | $13,390+1163.0% |