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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 | $316,439 | $103,038+207.1% | $90,324+250.3% | $152,909+106.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 14.35% | 95.25%-80.9pp | 78.15%-63.8pp | 345.46%-331.1pp |
| Employer contribution / active EE | $14,509 | $3,141+362.0% | $2,856+408.1% | $4,764+204.6% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,734 | $6,177-39.6% | $5,356-30.3% | $11,601-67.8% |