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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 | $622,238 | $180,459+244.8% | $154,108+303.8% | $135,380+359.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.37% | 888.21%-887.8pp | 735.21%-734.8pp | 519.81%-519.4pp |
| Employer contribution / active EE | $26,904 | $6,035+345.8% | $5,298+407.9% | $4,779+463.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $115,770 | $16,145+617.1% | $13,411+763.2% | $10,828+969.2% |