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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 | $335,767 | $97,125+245.7% | $86,233+289.4% | $137,256+144.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.63% | 74.19%-51.6pp | 61.39%-38.8pp | 220.34%-197.7pp |
| Employer contribution / active EE | $16,656 | $2,841+486.2% | $2,504+565.1% | $4,156+300.8% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,902 | $9,725-8.5% | $8,342+6.7% | $12,270-27.5% |