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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 | $494,281 | $97,761+405.6% | $83,850+489.5% | $135,382+265.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.32% | 1287.44%-1287.1pp | 850.92%-850.6pp | 519.77%-519.5pp |
| Employer contribution / active EE | $3,333 | $4,222-21.0% | $3,631-8.2% | $4,779-30.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $21,410 | $6,674+220.8% | $5,478+290.8% | $10,829+97.7% |