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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 | $909,999 | $100,805+802.7% | $86,698+949.6% | $134,532+576.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 0.04% | 29.09%-29.0pp | 35.95%-35.9pp | 418.27%-418.2pp |
| Employer contribution / active EE | $38,714 | $3,490+1009.3% | $2,837+1264.7% | $4,741+716.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $21,352 | $10,925+95.4% | $7,493+185.0% | $11,429+86.8% |