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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 | $322,921 | $167,415+92.9% | $140,514+129.8% | $198,609+62.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 7.84% | 13.85%-6.0pp | 14.36%-6.5pp | 202.70%-194.9pp |
| Employer contribution / active EE | $15,424 | $4,088+277.3% | $3,378+356.5% | $5,055+205.1% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $8,680 | $16,730-48.1% | $13,697-36.6% | $19,030-54.4% |