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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 | $516,351 | $91,536+464.1% | $130,062+297.0% | $75,177+586.8% |
| Participation rate | 98.6% | 71.5%+27.1pp | 78.5%+20.1pp | 67.2%+31.4pp |
| Annual return | 15.94% | -631.62%+647.6pp | -137.37%+153.3pp | 160.75%-144.8pp |
| Employer contribution / active EE | $3,814 | $2,845+34.0% | $4,322-11.8% | $2,671+42.8% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,006 | $6,780-85.2% | $10,601-90.5% | $5,651-82.2% |