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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 | $442,325 | $124,330+255.8% | $109,173+305.2% | $167,536+164.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.46% | 26.04%-12.6pp | 25.75%-12.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $8,333 | $4,209+98.0% | $3,723+123.8% | $4,839+72.2% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $30,529 | $7,974+282.8% | $6,755+351.9% | $12,315+147.9% |