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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 | $281,155 | $97,729+187.7% | $83,830+235.4% | $135,379+107.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.49% | 1287.52%-1287.0pp | 850.97%-850.5pp | 519.79%-519.3pp |
| Employer contribution / active EE | $10,017 | $4,222+137.3% | $3,631+175.9% | $4,779+109.6% |
| Participant deferral / active EE | $10,140 | $4,683+116.6% | $4,082+148.4% | $5,609+80.8% |
| Admin fee / account holder | $649 | $6,674-90.3% | $5,479-88.2% | $10,828-94.0% |