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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 | $564,802 | $93,117+506.6% | $77,096+632.6% | $134,532+319.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 59.39% | 62.67%-3.3pp | 42.35%+17.0pp | 418.27%-358.9pp |
| Employer contribution / active EE | $3,333 | $3,420-2.5% | $2,814+18.4% | $4,741-29.7% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $453 | $6,948-93.5% | $5,428-91.6% | $11,429-96.0% |