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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 | $301,399 | $137,414+119.3% | $189,537+59.0% | $85,847+251.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 21.67% | 38.14%-16.5pp | 555.34%-533.7pp | 318.61%-296.9pp |
| Employer contribution / active EE | $6,147 | $4,344+41.5% | $6,161-0.2% | $2,565+139.6% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,286 | $8,630-85.1% | $12,048-89.3% | $6,261-79.5% |