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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 | $350,133 | $135,645+158.1% | $110,243+217.6% | $135,379+158.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 0.38% | 513.24%-512.9pp | 314.76%-314.4pp | 519.79%-519.4pp |
| Employer contribution / active EE | $11,111 | $4,907+126.4% | $3,827+190.4% | $4,779+132.5% |
| Participant deferral / active EE | $9,637 | $5,507+75.0% | $4,672+106.3% | $5,609+71.8% |
| Admin fee / account holder | $79,798 | $11,458+596.4% | $8,548+833.5% | $10,828+637.0% |