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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 | $436,350 | $102,422+326.0% | $147,117+196.6% | $80,959+439.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.00% | 135.16%-119.2pp | 420.54%-404.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $19,196 | $6,652+188.6% | $8,065+138.0% | $4,300+346.4% |
| Admin fee / account holder | $4,352 | $7,953-45.3% | $12,993-66.5% | $6,925-37.2% |