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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 | $287,190 | $176,688+62.5% | $130,660+119.8% | $152,897+87.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 12.42% | 2693.08%-2680.7pp | 1709.29%-1696.9pp | 345.43%-333.0pp |
| Employer contribution / active EE | $22,707 | $5,743+295.4% | $4,092+454.9% | $4,764+376.7% |
| Participant deferral / active EE | $0 | $4,362-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,713 | $7,131+92.3% | $5,463+151.0% | $11,599+18.2% |