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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 | $480,838 | $88,815+441.4% | $81,882+487.2% | $145,897+229.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 11.06% | 1033.75%-1022.7pp | 779.47%-768.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,378 | $4,647+166.3% | $4,323+186.3% | $6,689+85.0% |
| Admin fee / account holder | $52,103 | $8,434+517.8% | $7,360+608.0% | $13,390+289.1% |