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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 | $297,254 | $58,241+410.4% | $81,780+263.5% | $80,911+267.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 17.19% | 41.73%-24.5pp | 776.27%-759.1pp | 35.63%-18.4pp |
| Employer contribution / active EE | $11,347 | $2,343+384.2% | $2,914+289.4% | $2,756+311.7% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,321-100.0% | $4,297-100.0% |
| Admin fee / account holder | $19,255 | $4,973+287.2% | $7,384+160.8% | $6,935+177.7% |