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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 | $339,626 | $109,872+209.1% | $98,483+244.9% | $167,536+102.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.46% | 1959.31%-1949.9pp | 1494.38%-1484.9pp | 478.82%-469.4pp |
| Employer contribution / active EE | $1,667 | $3,225-48.3% | $2,961-43.7% | $4,839-65.6% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $9,839 | $6,757+45.6% | $5,953+65.3% | $12,315-20.1% |