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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 | $936,167 | $289,211+223.7% | $260,467+259.4% | $198,609+371.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 3.12% | 112.90%-109.8pp | 100.60%-97.5pp | 202.70%-199.6pp |
| Employer contribution / active EE | $27,125 | $4,663+481.7% | $4,239+540.0% | $5,055+436.6% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $84,448 | $16,236+420.1% | $15,461+446.2% | $19,030+343.8% |