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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 | $630,388 | $150,346+319.3% | $120,524+423.0% | $145,877+332.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.37% | 154.40%-144.0pp | 107.36%-97.0pp | 551.28%-540.9pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $27,294 | $6,172+342.2% | $4,994+446.6% | $6,691+307.9% |
| Admin fee / account holder | $6,784 | $12,215-44.5% | $9,440-28.1% | $13,402-49.4% |