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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 | $395,649 | $93,345+323.9% | $119,126+232.1% | $87,485+352.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 145.43% | 19.08%+126.3pp | 282.11%-136.7pp | 26.06%+119.4pp |
| Employer contribution / active EE | $3,149 | $3,172-0.7% | $4,034-21.9% | $2,596+21.3% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $943 | $8,039-88.3% | $10,693-91.2% | $7,775-87.9% |