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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 | $270,840 | $98,240+175.7% | $82,312+229.0% | $147,586+83.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.23% | 30.85%-16.6pp | 25.88%-11.6pp | 578.59%-564.4pp |
| Employer contribution / active EE | $12,552 | $3,192+293.3% | $2,428+416.9% | $4,876+157.4% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,580 | $8,563-34.8% | $5,608-0.5% | $10,886-48.7% |