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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 | $894,241 | $110,801+707.1% | $86,615+932.4% | $167,536+433.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 8.15% | 116.96%-108.8pp | 63.51%-55.4pp | 478.82%-470.7pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $24,000 | $4,547+427.9% | $3,699+548.8% | $6,342+278.4% |
| Admin fee / account holder | $2,067 | $8,417-75.4% | $5,830-64.5% | $12,315-83.2% |