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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 | $600,000 | $138,114+334.4% | $125,391+378.5% | $134,545+345.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.93% | 750.88%-750.0pp | 572.41%-571.5pp | 418.37%-417.4pp |
| Employer contribution / active EE | $13,809 | $5,246+163.2% | $4,816+186.7% | $4,742+191.2% |
| Participant deferral / active EE | $20,500 | $7,801+162.8% | $7,448+175.2% | $6,401+220.2% |
| Admin fee / account holder | $899 | $11,570-92.2% | $10,009-91.0% | $11,431-92.1% |