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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 | $286,514 | $106,905+168.0% | $84,020+241.0% | $152,885+87.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 16.69% | 105.00%-88.3pp | 71.31%-54.6pp | 345.39%-328.7pp |
| Employer contribution / active EE | $9,717 | $2,735+255.3% | $1,984+389.9% | $4,763+104.0% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,044 | $8,287+33.3% | $6,101+81.0% | $11,598-4.8% |