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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 | $306,223 | $102,382+199.1% | $147,005+108.3% | $80,874+278.6% |
| Participation rate | 95.1% | 75.8%+19.2pp | 82.2%+12.9pp | 67.6%+27.4pp |
| Annual return | 75.66% | 134.89%-59.2pp | 418.76%-343.1pp | 35.62%+40.0pp |
| Employer contribution / active EE | $1,075 | $3,715-71.1% | $4,934-78.2% | $2,756-61.0% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $878 | $7,942-88.9% | $13,006-93.3% | $6,935-87.3% |