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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 | $299,148 | $110,337+171.1% | $102,383+192.2% | $145,877+105.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.27% | 24.83%-6.6pp | 24.94%-6.7pp | 551.28%-533.0pp |
| Employer contribution / active EE | $13,350 | $4,216+216.7% | $3,870+244.9% | $4,663+186.3% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $16,834 | $9,750+72.7% | $8,391+100.6% | $13,402+25.6% |