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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 | $410,924 | $138,076+197.6% | $123,553+232.6% | $135,380+203.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.67% | 153.70%-149.0pp | 119.21%-114.5pp | 519.81%-515.1pp |
| Employer contribution / active EE | $1,123 | $5,152-78.2% | $4,628-75.7% | $4,779-76.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,256 | $10,917+21.4% | $9,284+42.8% | $10,828+22.4% |