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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 | $450,032 | $177,353+153.7% | $158,226+184.4% | $198,609+126.6% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 2.45% | 599.50%-597.1pp | 501.41%-499.0pp | 202.70%-200.2pp |
| Employer contribution / active EE | $35,111 | $3,239+984.1% | $2,986+1076.1% | $5,055+594.5% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $335,277 | $10,960+2959.0% | $10,217+3181.7% | $19,030+1661.8% |