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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 | $863,478 | $83,337+936.1% | $67,834+1172.9% | $273,972+215.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 0.00% | 259.45%-259.4pp | 138.47%-138.5pp | 41.46%-41.5pp |
| Employer contribution / active EE | $66,656 | $3,287+1927.7% | $2,403+2673.4% | $4,869+1269.1% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $53,540 | $6,752+693.0% | $4,622+1058.3% | $10,133+428.4% |