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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 | $388,844 | $124,314+212.8% | $109,163+256.2% | $167,518+132.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.51% | 26.04%-13.5pp | 25.75%-13.2pp | 478.71%-466.2pp |
| Employer contribution / active EE | $7,647 | $4,209+81.7% | $3,723+105.4% | $4,838+58.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $69,345 | $7,973+769.8% | $6,754+926.7% | $12,312+463.2% |