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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 | $507,153 | $208,088+143.7% | $186,193+172.4% | $154,746+227.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 12.40% | 89.97%-77.6pp | 78.03%-65.6pp | 172.34%-159.9pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $126,470 | $7,078+1686.8% | $6,513+1841.8% | $6,730+1779.1% |
| Admin fee / account holder | $34,068 | $11,698+191.2% | $11,058+208.1% | $14,365+137.2% |