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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 | $326,168 | $99,032+229.4% | $80,022+307.6% | $135,380+140.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 8.27% | 15.39%-7.1pp | 11.22%-2.9pp | 519.81%-511.5pp |
| Employer contribution / active EE | $5,826 | $3,043+91.4% | $2,468+136.1% | $4,779+21.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $48,549 | $10,436+365.2% | $6,521+644.5% | $10,828+348.4% |