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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 | $261,387 | $68,394+282.2% | $94,672+176.1% | $75,177+247.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 28.45% | 616.92%-588.5pp | 156.89%-128.4pp | 160.75%-132.3pp |
| Employer contribution / active EE | $22,044 | $2,701+716.2% | $3,673+500.2% | $2,671+725.3% |
| Participant deferral / active EE | $0 | $6,536-100.0% | $7,417-100.0% | $4,126-100.0% |
| Admin fee / account holder | $9,658 | $5,326+81.3% | $7,222+33.7% | $5,651+70.9% |