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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 | $454,766 | $105,284+331.9% | $150,734+201.7% | $94,015+383.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 40.82% | 15.67%+25.1pp | 600.81%-560.0pp | 17.84%+23.0pp |
| Employer contribution / active EE | $3,060 | $3,599-15.0% | $4,918-37.8% | $2,790+9.7% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,634 | $9,839-83.4% | $14,905-89.0% | $8,951-81.7% |