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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 | $110,379+171.0% | $102,412+192.1% | $145,884+105.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 18.27% | 24.84%-6.6pp | 24.94%-6.7pp | 551.85%-533.6pp |
| Employer contribution / active EE | $13,350 | $4,216+216.6% | $3,870+245.0% | $4,662+186.3% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16,834 | $9,745+72.7% | $8,388+100.7% | $13,392+25.7% |