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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 | $453,315 | $67,352+573.1% | $60,899+644.4% | $134,509+237.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 4.92% | 49.99%-45.1pp | 16.92%-12.0pp | 418.13%-413.2pp |
| Employer contribution / active EE | $27,000 | $3,098+771.6% | $2,702+899.1% | $4,741+469.6% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,674 | $4,585-19.9% | $3,225+13.9% | $11,427-67.8% |