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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 | $431,263 | $102,638+320.2% | $81,982+426.0% | $158,982+171.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 7.44% | 61.05%-53.6pp | 41.31%-33.9pp | 302.99%-295.5pp |
| Employer contribution / active EE | $4,286 | $3,241+32.2% | $2,498+71.5% | $4,763-10.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $78,225 | $8,237+849.6% | $5,665+1280.8% | $11,252+595.2% |