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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 | $381,857 | $88,672+330.6% | $105,223+262.9% | $82,448+363.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 134.26% | 30.86%+103.4pp | 180.65%-46.4pp | 41.64%+92.6pp |
| Employer contribution / active EE | $2,594 | $3,048-14.9% | $3,689-29.7% | $2,551+1.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,732 | $7,146-75.8% | $8,859-80.4% | $7,234-76.1% |