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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 | $534,755 | $135,645+294.2% | $110,243+385.1% | $135,379+295.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 9.50% | 513.24%-503.7pp | 314.76%-305.3pp | 519.79%-510.3pp |
| Employer contribution / active EE | $3,125 | $4,907-36.3% | $3,827-18.3% | $4,779-34.6% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $28,559 | $11,458+149.3% | $8,548+234.1% | $10,828+163.8% |