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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 | $730,984 | $48,064+1420.9% | $84,646+763.6% | $72,977+901.7% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 20.71% | 37.39%-16.7pp | 258.85%-238.1pp | 81.02%-60.3pp |
| Employer contribution / active EE | $2,396 | $1,602+49.6% | $2,654-9.7% | $2,440-1.8% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,901-100.0% | $3,608-100.0% |
| Admin fee / account holder | $830 | $3,396-75.5% | $4,915-83.1% | $5,124-83.8% |