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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 | $415,553 | $99,668+316.9% | $86,451+380.7% | $134,545+208.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4.93% | 6789.61%-6784.7pp | 4398.51%-4393.6pp | 418.37%-413.4pp |
| Employer contribution / active EE | $6,834 | $4,403+55.2% | $3,770+81.3% | $4,742+44.1% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $50,000 | $8,377+496.9% | $6,734+642.4% | $11,431+337.4% |