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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 | $510,197 | $180,459+182.7% | $154,108+231.1% | $135,380+276.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $14,198 | $6,035+135.2% | $5,298+168.0% | $4,779+197.1% |
| Participant deferral / active EE | $11,271 | $5,806+94.1% | $5,081+121.8% | $5,609+100.9% |
| Admin fee / account holder | $2,025 | $16,145-87.5% | $13,411-84.9% | $10,828-81.3% |