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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 | $351,613 | $56,894+518.0% | $84,753+314.9% | $62,881+459.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 262.20% | 6.30%+255.9pp | 22.78%+239.4pp | 20.14%+242.1pp |
| Employer contribution / active EE | $1,176 | $2,400-51.0% | $3,574-67.1% | $2,281-48.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $470 | $3,581-86.9% | $5,333-91.2% | $4,296-89.1% |