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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 | $261,216 | $154,159+69.4% | $130,026+100.9% | $139,456+87.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.44% | 32.50%-15.1pp | -137.26%+154.7pp | 373.45%-356.0pp |
| Employer contribution / active EE | $9,743 | $5,292+84.1% | $4,321+125.5% | $4,753+105.0% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $6,632 | $14,001-52.6% | $10,608-37.5% | $11,407-41.9% |