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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 | $665,377 | $84,684+685.7% | $73,835+801.2% | $125,388+430.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.17% | 3123.93%-3122.8pp | 2268.13%-2267.0pp | 282.24%-281.1pp |
| Employer contribution / active EE | $23,253 | $3,123+644.5% | $2,788+734.2% | $4,866+377.9% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,068 | $5,691+59.3% | $4,880+85.8% | $9,541-5.0% |