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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 | $628,324 | $88,672+608.6% | $105,223+497.1% | $82,448+662.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 2767.27% | 30.86%+2736.4pp | 180.65%+2586.6pp | 41.64%+2725.6pp |
| Employer contribution / active EE | $1,331 | $3,048-56.3% | $3,689-63.9% | $2,551-47.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $973 | $7,146-86.4% | $8,859-89.0% | $7,234-86.5% |