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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 | $406,296 | $106,923+280.0% | $84,023+383.6% | $152,909+165.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 17.63% | 105.02%-87.4pp | 71.32%-53.7pp | 345.46%-327.8pp |
| Employer contribution / active EE | $17,308 | $2,735+532.7% | $1,984+772.4% | $4,764+263.3% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,252 | $8,289-60.8% | $6,102-46.7% | $11,601-72.0% |