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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 | $448,725 | $90,607+395.2% | $79,467+464.7% | $135,380+231.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 8.43% | 977.74%-969.3pp | 718.30%-709.9pp | 519.81%-511.4pp |
| Employer contribution / active EE | $35,000 | $3,068+1040.9% | $2,800+1149.9% | $4,779+632.4% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $374,528 | $5,895+6253.3% | $5,104+7237.7% | $10,828+3358.9% |