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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 | $945,957 | $106,247+790.3% | $96,515+880.1% | $139,466+578.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,985 | $4,106-51.7% | $3,740-46.9% | $4,754-58.2% |
| Participant deferral / active EE | $2,481 | $5,456-54.5% | $4,880-49.2% | $6,712-63.0% |
| Admin fee / account holder | $3,379 | $7,885-57.2% | $6,735-49.8% | $11,409-70.4% |