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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 | $285,165 | $90,607+214.7% | $79,467+258.8% | $135,380+110.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.50% | 977.74%-968.2pp | 718.30%-708.8pp | 519.81%-510.3pp |
| Employer contribution / active EE | $4,652 | $3,068+51.6% | $2,800+66.1% | $4,779-2.7% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $11,321 | $5,895+92.0% | $5,104+121.8% | $10,828+4.5% |