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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 | $409,344 | $106,008+286.1% | $92,240+343.8% | $147,586+177.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.29% | 50.05%-31.8pp | 176.29%-158.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $2,957 | $4,333-31.8% | $3,680-19.6% | $4,876-39.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $965 | $6,333-84.8% | $5,194-81.4% | $10,886-91.1% |