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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 | $374,119 | $156,616+138.9% | $133,346+180.6% | $198,609+88.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 6.87% | 44.25%-37.4pp | 36.85%-30.0pp | 202.70%-195.8pp |
| Employer contribution / active EE | $7,723 | $3,368+129.3% | $2,853+170.7% | $5,055+52.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $29,989 | $17,468+71.7% | $14,264+110.2% | $19,030+57.6% |