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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 | $370,818 | $124,346+198.2% | $111,308+233.1% | $167,536+121.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.37% | 37.45%-21.1pp | 54.67%-38.3pp | 478.82%-462.4pp |
| Employer contribution / active EE | $16,042 | $3,437+366.7% | $2,732+487.2% | $4,839+231.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $16,000 | $10,621+50.6% | $7,965+100.9% | $12,315+29.9% |