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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 | $406,404 | $54,370+647.5% | $82,763+391.0% | $68,490+493.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | 37.15% | -13.67%+50.8pp | 702.45%-665.3pp | -7.85%+45.0pp |
| Employer contribution / active EE | $14,326 | $2,219+545.6% | $3,008+376.2% | $2,597+451.7% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,364 | $4,398-23.5% | $5,325-36.8% | $5,403-37.7% |