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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 | $300,698 | $124,346+141.8% | $111,306+170.2% | $167,553+79.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.69% | 37.46%-23.8pp | 54.67%-41.0pp | 478.89%-465.2pp |
| Employer contribution / active EE | $21,306 | $3,438+519.8% | $2,732+679.9% | $4,840+340.2% |
| Participant deferral / active EE | $17,440 | $5,182+236.6% | $4,488+288.6% | $6,343+175.0% |
| Admin fee / account holder | $260,269 | $10,623+2350.1% | $7,966+3167.3% | $12,316+2013.2% |