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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 | $288,583 | $155,840+85.2% | $124,694+131.4% | $167,553+72.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 27.70% | 17.98%+9.7pp | 5144.82%-5117.1pp | 478.89%-451.2pp |
| Employer contribution / active EE | $8,259 | $4,165+98.3% | $3,325+148.4% | $4,840+70.7% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $11,895 | $9,536+24.7% | $7,495+58.7% | $12,316-3.4% |