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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 | $284,599 | $104,251+173.0% | $91,004+212.7% | $147,586+92.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 19.43% | 27.06%-7.6pp | 4.60%+14.8pp | 578.59%-559.2pp |
| Employer contribution / active EE | $13,750 | $3,116+341.3% | $2,456+459.9% | $4,876+182.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,413 | $8,948-73.0% | $5,417-55.5% | $10,886-77.8% |