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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 | $537,473 | $156,616+243.2% | $133,346+303.1% | $198,609+170.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 6.36% | 44.25%-37.9pp | 36.85%-30.5pp | 202.70%-196.3pp |
| Employer contribution / active EE | $30,000 | $3,368+790.7% | $2,853+951.4% | $5,055+493.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $272,194 | $17,468+1458.2% | $14,264+1808.2% | $19,030+1330.3% |