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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 | $339,324 | $152,612+122.3% | $125,192+171.0% | $152,897+121.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.19% | 54.85%-40.7pp | 43.79%-29.6pp | 345.43%-331.2pp |
| Employer contribution / active EE | $13,262 | $4,947+168.1% | $3,866+243.0% | $4,764+178.4% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,835 | $13,437-64.0% | $9,704-50.2% | $11,599-58.3% |