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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 | $301,414 | $154,209+95.5% | $130,062+131.7% | $139,487+116.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.05% | 32.52%-9.5pp | -137.37%+160.4pp | 373.84%-350.8pp |
| Employer contribution / active EE | $30,769 | $5,292+481.4% | $4,322+611.9% | $4,755+547.1% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $47,227 | $13,988+237.6% | $10,601+345.5% | $11,407+314.0% |