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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 | $424,625 | $95,979+342.4% | $74,551+469.6% | $135,380+213.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.76% | 56.97%-56.2pp | 32.53%-31.8pp | 519.81%-519.0pp |
| Employer contribution / active EE | $35,000 | $2,716+1188.5% | $1,961+1684.8% | $4,779+632.4% |
| Participant deferral / active EE | $27,105 | $3,844+605.2% | $3,108+772.0% | $5,609+383.2% |
| Admin fee / account holder | $230,780 | $6,522+3438.4% | $5,059+4461.6% | $10,828+2031.3% |