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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 | $322,363 | $166,268+93.9% | $165,100+95.3% | $145,897+121.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.10% | 100.52%-89.4pp | 70.21%-59.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $23,754 | $5,284+349.5% | $4,348+446.3% | $4,663+409.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $9,704 | $16,659-41.8% | $12,696-23.6% | $13,390-27.5% |