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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 | $468,502 | $118,869+294.1% | $96,575+385.1% | $167,518+179.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 28.81% | 50.49%-21.7pp | 37.79%-9.0pp | 478.71%-449.9pp |
| Employer contribution / active EE | $6,250 | $3,120+100.3% | $2,357+165.2% | $4,838+29.2% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $943 | $8,067-88.3% | $6,182-84.8% | $12,312-92.3% |