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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 | $391,238 | $234,190+67.1% | $180,320+117.0% | $198,609+97.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 4.64% | 1057.44%-1052.8pp | 778.54%-773.9pp | 202.70%-198.1pp |
| Employer contribution / active EE | $38,948 | $5,258+640.8% | $4,108+848.2% | $5,055+670.4% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,384 | $12,558-73.1% | $10,000-66.2% | $19,030-82.2% |