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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 | $374,825 | $109,967+240.9% | $97,197+285.6% | $145,877+156.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.42% | 244.27%-231.8pp | 75.47%-63.0pp | 551.28%-538.9pp |
| Employer contribution / active EE | $22,150 | $3,077+619.9% | $2,723+713.5% | $4,663+375.0% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,136 | $6,199+15.1% | $5,637+26.6% | $13,402-46.8% |