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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 | $497,807 | $88,672+461.4% | $105,223+373.1% | $82,448+503.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 58.19% | 30.86%+27.3pp | 180.65%-122.5pp | 41.64%+16.6pp |
| Employer contribution / active EE | $1,194 | $3,048-60.8% | $3,689-67.6% | $2,551-53.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,292 | $7,146-25.9% | $8,859-40.3% | $7,234-26.8% |