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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 | $309,038 | $157,296+96.5% | $141,191+118.9% | $152,897+102.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.47% | 64.34%-37.9pp | 71.41%-44.9pp | 345.43%-319.0pp |
| Employer contribution / active EE | $17,618 | $5,262+234.8% | $4,736+272.0% | $4,764+269.8% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,172 | $12,125-73.8% | $10,264-69.1% | $11,599-72.7% |