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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 | $336,896 | $142,430+136.5% | $115,170+192.5% | $152,897+120.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 18.35% | 41.48%-23.1pp | 35.60%-17.3pp | 345.43%-327.1pp |
| Employer contribution / active EE | $8,571 | $4,011+113.7% | $3,179+169.6% | $4,764+79.9% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,773 | $8,464-67.2% | $7,089-60.9% | $11,599-76.1% |