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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 | $364,325 | $150,412+142.2% | $120,574+202.2% | $145,884+149.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.73% | 154.50%-144.8pp | 107.42%-97.7pp | 551.85%-542.1pp |
| Employer contribution / active EE | $6,959 | $4,355+59.8% | $3,471+100.5% | $4,662+49.3% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,263 | $12,224-73.3% | $9,445-65.5% | $13,392-75.6% |