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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 | $462,908 | $150,207+208.2% | $120,380+284.5% | $145,978+217.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 21.75% | 154.28%-132.5pp | 107.28%-85.5pp | 550.52%-528.8pp |
| Employer contribution / active EE | $1,614 | $4,351-62.9% | $3,465-53.4% | $4,662-65.4% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $178,611 | $12,203+1363.6% | $9,421+1795.9% | $13,400+1232.9% |