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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 | $508,039 | $149,040+240.9% | $120,225+322.6% | $137,256+270.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 12.58% | 605.68%-593.1pp | 439.23%-426.6pp | 220.34%-207.8pp |
| Employer contribution / active EE | $29 | $4,350-99.3% | $3,475-99.2% | $4,156-99.3% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,146 | $6,348-66.2% | $5,696-62.3% | $12,270-82.5% |