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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 | $568,390 | $138,102+311.6% | $125,381+353.3% | $134,532+322.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 1.68% | 750.73%-749.0pp | 572.31%-570.6pp | 418.27%-416.6pp |
| Employer contribution / active EE | $2,051 | $5,245-60.9% | $4,815-57.4% | $4,741-56.7% |
| Participant deferral / active EE | $10,227 | $7,801+31.1% | $7,448+37.3% | $6,401+59.8% |
| Admin fee / account holder | $32,407 | $11,568+180.1% | $10,007+223.8% | $11,429+183.6% |