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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 | $601,400 | $106,003+467.3% | $92,236+552.0% | $147,585+307.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.26% | 50.05%-38.8pp | 176.29%-165.0pp | 578.57%-567.3pp |
| Employer contribution / active EE | $18,845 | $4,333+334.9% | $3,679+412.2% | $4,876+286.5% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,900 | $6,333+135.3% | $5,194+186.9% | $10,885+36.9% |