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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 | $399,231 | $138,076+189.1% | $123,553+223.1% | $135,380+194.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.64% | 153.70%-152.1pp | 119.21%-117.6pp | 519.81%-518.2pp |
| Employer contribution / active EE | $962 | $5,152-81.3% | $4,628-79.2% | $4,779-79.9% |
| Participant deferral / active EE | $9,090 | $6,800+33.7% | $6,426+41.5% | $5,609+62.1% |
| Admin fee / account holder | $18,491 | $10,917+69.4% | $9,284+99.2% | $10,828+70.8% |