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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 | $514,112 | $138,114+272.2% | $125,391+310.0% | $134,545+282.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -0.38% | 750.88%-751.3pp | 572.41%-572.8pp | 418.37%-418.8pp |
| Employer contribution / active EE | $1,635 | $5,246-68.8% | $4,816-66.0% | $4,742-65.5% |
| Participant deferral / active EE | $6,369 | $7,801-18.4% | $7,448-14.5% | $6,401-0.5% |
| Admin fee / account holder | $25,176 | $11,570+117.6% | $10,009+151.5% | $11,431+120.3% |