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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 | $93,345+433.3% | $119,126+317.9% | $87,485+469.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 58.19% | 19.08%+39.1pp | 282.11%-223.9pp | 26.06%+32.1pp |
| Employer contribution / active EE | $1,194 | $3,172-62.4% | $4,034-70.4% | $2,596-54.0% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,292 | $8,039-34.2% | $10,693-50.5% | $7,775-31.9% |