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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 | $345,506 | $175,646+96.7% | $129,118+167.6% | $134,545+156.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | 109.04% | -11.39%+120.4pp | -10.94%+120.0pp | 418.37%-309.3pp |
| Employer contribution / active EE | $2,474 | $6,355-61.1% | $5,051-51.0% | $4,742-47.8% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $709 | $23,578-97.0% | $14,305-95.0% | $11,431-93.8% |