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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 | $327,126 | $150,447+117.4% | $136,298+140.0% | $147,586+121.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.62% | 1049.15%-1038.5pp | 5156.27%-5145.7pp | 578.59%-568.0pp |
| Employer contribution / active EE | $12,238 | $5,256+132.8% | $4,696+160.6% | $4,876+151.0% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,880 | $10,906-64.4% | $9,244-58.0% | $10,886-64.4% |