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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 | $272,363 | $138,076+97.3% | $123,553+120.4% | $135,380+101.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.27% | 153.70%-153.4pp | 119.21%-118.9pp | 519.81%-519.5pp |
| Employer contribution / active EE | $14,271 | $5,152+177.0% | $4,628+208.4% | $4,779+198.6% |
| Participant deferral / active EE | $14,670 | $6,800+115.8% | $6,426+128.3% | $5,609+161.6% |
| Admin fee / account holder | $610,838 | $10,917+5495.4% | $9,284+6479.1% | $10,828+5541.2% |