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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 | $430,717 | $95,975+348.8% | $74,549+477.8% | $135,379+218.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.07% | 56.96%-56.9pp | 32.53%-32.5pp | 519.79%-519.7pp |
| Employer contribution / active EE | $14,467 | $2,716+432.6% | $1,961+637.7% | $4,779+202.7% |
| Participant deferral / active EE | $10,200 | $3,844+165.4% | $3,108+228.2% | $5,609+81.9% |
| Admin fee / account holder | $11,159 | $6,522+71.1% | $5,059+120.6% | $10,828+3.1% |