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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 | $334,364 | $166,268+101.1% | $165,100+102.5% | $145,897+129.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.17% | 100.52%-85.4pp | 70.21%-55.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $16,225 | $6,964+133.0% | $6,035+168.8% | $6,689+142.6% |
| Admin fee / account holder | $3,124 | $16,659-81.2% | $12,696-75.4% | $13,390-76.7% |