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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 | $492,908 | $60,139+719.6% | $90,461+444.9% | $79,856+517.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.54% | 71.96%-58.4pp | 1294.76%-1281.2pp | 31.71%-18.2pp |
| Employer contribution / active EE | $27,040 | $2,069+1207.0% | $3,264+728.4% | $2,471+994.2% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $28,760 | $3,978+622.9% | $5,617+412.0% | $5,306+442.0% |