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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 | $284,455 | $106,923+166.0% | $84,023+238.5% | $152,909+86.0% |
| Participation rate | 90.0% | 75.3%+14.7pp | 69.0%+21.0pp | 82.5%+7.5pp |
| Annual return | 21.06% | 105.02%-84.0pp | 71.32%-50.3pp | 345.46%-324.4pp |
| Employer contribution / active EE | $5,247 | $2,735+91.8% | $1,984+164.5% | $4,764+10.1% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $103,957 | $8,289+1154.2% | $6,102+1603.6% | $11,601+796.1% |