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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 | $391,918 | $90,486+333.1% | $78,676+398.1% | $273,972+43.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.22% | 75.62%-68.4pp | 62.19%-55.0pp | 41.46%-34.2pp |
| Employer contribution / active EE | $12,184 | $3,175+283.7% | $2,850+327.5% | $4,869+150.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $121,730 | $5,263+2212.8% | $4,510+2599.1% | $10,133+1101.4% |