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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 | $741,233 | $102,422+623.7% | $147,117+403.8% | $80,959+815.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 45.86% | 135.16%-89.3pp | 420.54%-374.7pp | 35.67%+10.2pp |
| Employer contribution / active EE | $1,827 | $3,717-50.9% | $4,932-63.0% | $2,757-33.7% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $989 | $7,953-87.6% | $12,993-92.4% | $6,925-85.7% |