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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 | $290,682 | $118,877+144.5% | $96,570+201.0% | $167,536+73.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 16.09% | 50.50%-34.4pp | 37.79%-21.7pp | 478.82%-462.7pp |
| Employer contribution / active EE | $12,323 | $3,121+294.9% | $2,357+422.8% | $4,839+154.6% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $232,332 | $8,069+2779.4% | $6,182+3658.0% | $12,315+1786.6% |