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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 | $253,969 | $104,953+142.0% | $84,637+200.1% | $152,909+66.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.07% | 373.94%-352.9pp | 258.82%-237.8pp | 345.46%-324.4pp |
| Employer contribution / active EE | $15,289 | $3,304+362.8% | $2,653+476.2% | $4,764+220.9% |
| Participant deferral / active EE | $0 | $4,691-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9,587 | $6,244+53.5% | $4,914+95.1% | $11,601-17.4% |