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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 | $711,527 | $210,991+237.2% | $153,741+362.8% | $145,897+387.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 94.60% | 13.46%+81.1pp | 15.71%+78.9pp | 552.29%-457.7pp |
| Employer contribution / active EE | $2,936 | $6,057-51.5% | $5,042-41.8% | $4,663-37.0% |
| Participant deferral / active EE | $0 | $7,979-100.0% | $6,757-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,193 | $19,490-83.6% | $12,749-75.0% | $13,390-76.2% |