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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 | $349,662 | $149,741+133.5% | $118,914+194.0% | $158,982+119.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.31% | 19.94%-2.6pp | 35.89%-18.6pp | 302.99%-285.7pp |
| Employer contribution / active EE | $40,111 | $4,119+873.9% | $3,264+1128.8% | $4,763+742.2% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,105 | $8,607-75.5% | $6,582-68.0% | $11,252-81.3% |