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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 | $337,046 | $116,203+190.0% | $93,621+260.0% | $152,909+120.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 20.98% | 35.96%-15.0pp | 32.76%-11.8pp | 345.46%-324.5pp |
| Employer contribution / active EE | $10,438 | $3,219+224.2% | $2,719+283.9% | $4,764+119.1% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,939 | $10,751-72.7% | $7,890-62.8% | $11,601-74.7% |