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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 | $380,822 | $99,994+280.8% | $146,647+159.7% | $85,851+343.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 80.56% | 18.93%+61.6pp | 22.75%+57.8pp | 318.63%-238.1pp |
| Employer contribution / active EE | $3,168 | $2,559+23.8% | $4,137-23.4% | $2,565+23.5% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $788 | $7,703-89.8% | $10,281-92.3% | $6,261-87.4% |