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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 | $300,539 | $77,449+288.0% | $69,483+332.5% | $152,909+96.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 16.25% | 39.09%-22.8pp | 28.99%-12.7pp | 345.46%-329.2pp |
| Employer contribution / active EE | $5,691 | $3,316+71.6% | $2,780+104.7% | $4,764+19.5% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,163 | $6,210+79.8% | $3,841+190.6% | $11,601-3.8% |