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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 | $267,289 | $103,392+158.5% | $87,104+206.9% | $152,897+74.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 15.94% | 28.10%-12.2pp | 28.19%-12.2pp | 345.43%-329.5pp |
| Employer contribution / active EE | $11,516 | $3,221+257.5% | $2,521+356.7% | $4,764+141.7% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,797 | $12,194-44.3% | $7,491-9.3% | $11,599-41.4% |