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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 | $498,062 | $135,645+267.2% | $110,243+351.8% | $135,380+267.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.74% | 513.24%-509.5pp | 314.76%-311.0pp | 519.81%-516.1pp |
| Employer contribution / active EE | $4,125 | $4,907-15.9% | $3,827+7.8% | $4,779-13.7% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $19,116 | $11,458+66.8% | $8,548+123.6% | $10,828+76.5% |