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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 | $448,446 | $110,039+307.5% | $97,260+361.1% | $145,884+207.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.03% | 244.44%-235.4pp | 75.54%-66.5pp | 551.85%-542.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $17,515 | $4,674+274.7% | $4,262+311.0% | $6,690+161.8% |
| Admin fee / account holder | $3,318 | $6,204-46.5% | $5,640-41.2% | $13,392-75.2% |