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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 | $166,242+93.9% | $165,071+95.3% | $145,884+121.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.10% | 100.44%-89.3pp | 70.17%-59.1pp | 551.85%-540.7pp |
| Employer contribution / active EE | $23,754 | $5,283+349.6% | $4,347+446.4% | $4,662+409.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,704 | $16,658-41.7% | $12,695-23.6% | $13,392-27.5% |