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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 | $493,435 | $109,411+351.0% | $89,435+451.7% | $158,982+210.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 5.55% | 345.68%-340.1pp | 245.55%-240.0pp | 302.99%-297.4pp |
| Employer contribution / active EE | $12,664 | $3,173+299.1% | $2,587+389.5% | $4,763+165.9% |
| Participant deferral / active EE | $5,917 | $4,600+28.6% | $3,890+52.1% | $5,983-1.1% |
| Admin fee / account holder | $15,099 | $6,159+145.2% | $4,884+209.1% | $11,252+34.2% |