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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 | $691,302 | $180,459+283.1% | $154,108+348.6% | $135,380+410.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.27% | 888.21%-886.9pp | 735.21%-733.9pp | 519.81%-518.5pp |
| Employer contribution / active EE | $54,589 | $6,035+804.5% | $5,298+930.5% | $4,779+1042.3% |
| Participant deferral / active EE | $2,441 | $5,806-58.0% | $5,081-51.9% | $5,609-56.5% |
| Admin fee / account holder | $308,253 | $16,145+1809.3% | $13,411+2198.4% | $10,828+2746.8% |