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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 | $298,376 | $160,059+86.4% | $140,019+113.1% | $135,379+120.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.56% | 911.44%-910.9pp | 651.15%-650.6pp | 519.79%-519.2pp |
| Employer contribution / active EE | $2,455 | $6,420-61.8% | $5,605-56.2% | $4,779-48.6% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $15,693 | $13,328+17.7% | $10,705+46.6% | $10,828+44.9% |