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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 | $747,571 | $103,038+625.5% | $90,324+727.7% | $152,909+388.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.59% | 95.25%-73.7pp | 78.15%-56.6pp | 345.46%-323.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $9,541 | $4,282+122.8% | $3,885+145.6% | $5,851+63.1% |
| Admin fee / account holder | $32,702 | $6,177+429.4% | $5,356+510.6% | $11,601+181.9% |