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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 | $492,984 | $180,459+173.2% | $154,108+219.9% | $135,380+264.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.64% | 888.21%-886.6pp | 735.21%-733.6pp | 519.81%-518.2pp |
| Employer contribution / active EE | $17,127 | $6,035+183.8% | $5,298+223.3% | $4,779+258.4% |
| Participant deferral / active EE | $10,421 | $5,806+79.5% | $5,081+105.1% | $5,609+85.8% |
| Admin fee / account holder | $86,499 | $16,145+435.8% | $13,411+545.0% | $10,828+698.8% |