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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 | $497,223 | $109,872+352.5% | $98,483+404.9% | $167,536+196.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 35.90% | 1959.31%-1923.4pp | 1494.38%-1458.5pp | 478.82%-442.9pp |
| Employer contribution / active EE | $3,117 | $3,225-3.3% | $2,961+5.3% | $4,839-35.6% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $31,222 | $6,757+362.1% | $5,953+424.5% | $12,315+153.5% |