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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 | $370,664 | $115,814+220.0% | $101,275+266.0% | $158,982+133.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.20% | 56.16%-44.0pp | 46.48%-34.3pp | 302.99%-290.8pp |
| Employer contribution / active EE | $9,559 | $4,176+128.9% | $3,660+161.2% | $4,763+100.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,150 | $7,249-1.4% | $5,948+20.2% | $11,252-36.5% |