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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 | $304,944 | $82,674+268.9% | $125,363+143.2% | $68,495+345.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 18.29% | -5.97%+24.3pp | 572.15%-553.9pp | -7.84%+26.1pp |
| Employer contribution / active EE | $8,801 | $3,382+160.3% | $4,815+82.8% | $2,596+239.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,983 | $6,276-68.4% | $10,005-80.2% | $5,403-63.3% |