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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 | $283,007 | $105,160+169.1% | $94,679+198.9% | $139,456+102.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.56% | 38.04%-25.5pp | 156.75%-144.2pp | 373.45%-360.9pp |
| Employer contribution / active EE | $1,398 | $4,107-66.0% | $3,673-61.9% | $4,753-70.6% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,711-100.0% |
| Admin fee / account holder | $135,748 | $8,988+1410.4% | $7,233+1776.9% | $11,407+1090.0% |