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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 | $464,868 | $99,079+369.2% | $78,002+496.0% | $273,972+69.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 3.04% | 217.93%-214.9pp | 425.99%-422.9pp | 41.46%-38.4pp |
| Employer contribution / active EE | $6,276 | $3,308+89.7% | $2,470+154.1% | $4,869+28.9% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,744 | $8,954-58.2% | $5,481-31.7% | $10,133-63.1% |