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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 | $210,510+238.0% | $153,500+363.5% | $145,877+387.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 94.60% | 13.45%+81.1pp | 15.70%+78.9pp | 551.28%-456.7pp |
| Employer contribution / active EE | $2,936 | $6,052-51.5% | $5,039-41.7% | $4,663-37.0% |
| Participant deferral / active EE | $0 | $7,974-100.0% | $6,756-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,193 | $19,455-83.6% | $12,736-74.9% | $13,402-76.2% |