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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 | $674,015 | $225,673+198.7% | $203,872+230.6% | $155,188+334.3% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 11.68% | 95.91%-84.2pp | 85.11%-73.4pp | 148.84%-137.2pp |
| Employer contribution / active EE | $1,754 | $4,099-57.2% | $3,757-53.3% | $4,248-58.7% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $39,221 | $12,327+218.2% | $11,730+234.4% | $14,480+170.9% |