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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 | $437,220 | $67,823+544.6% | $52,425+734.0% | $137,256+218.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 8.56% | 219.11%-210.5pp | 302.12%-293.6pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,250 | $1,163+7.5% | $914+36.7% | $4,156-69.9% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $731 | $2,844-74.3% | $2,495-70.7% | $12,270-94.0% |