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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 | $518,181 | $106,003+388.8% | $92,236+461.8% | $147,585+251.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.91% | 50.05%-35.1pp | 176.29%-161.4pp | 578.57%-563.7pp |
| Employer contribution / active EE | $309,537 | $4,333+7043.5% | $3,679+8312.6% | $4,876+6247.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $33,433 | $6,333+427.9% | $5,194+543.7% | $10,885+207.1% |