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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 | $96,731+414.6% | $123,973+301.5% | $86,983+472.3% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 58.19% | 17.33%+40.9pp | 388.13%-329.9pp | 25.83%+32.4pp |
| Employer contribution / active EE | $1,194 | $3,297-63.8% | $4,126-71.1% | $2,584-53.8% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $5,292 | $8,722-39.3% | $11,799-55.1% | $7,856-32.6% |