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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 | $402,157 | $58,275+590.1% | $81,844+391.4% | $80,935+396.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 0.00% | 41.82%-41.8pp | 778.87%-778.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $8,788 | $2,346+274.6% | $2,916+201.3% | $2,757+218.8% |
| Participant deferral / active EE | $7,422 | $3,285+125.9% | $4,323+71.7% | $4,299+72.6% |
| Admin fee / account holder | $1,440 | $4,749-69.7% | $7,355-80.4% | $6,924-79.2% |