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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 | $295,913 | $118,680+149.3% | $98,910+199.2% | $158,931+86.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 5.72% | 372.35%-366.6pp | 196.44%-190.7pp | 302.86%-297.1pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,956 | $5,088-61.6% | $4,244-53.9% | $5,982-67.3% |
| Admin fee / account holder | $17,884 | $10,131+76.5% | $6,642+169.3% | $11,247+59.0% |