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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 | $369,166 | $78,428+370.7% | $95,960+284.7% | $79,852+362.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.46% | 19.37%-1.9pp | 91.63%-74.2pp | 31.72%-14.3pp |
| Employer contribution / active EE | $7,130 | $1,945+266.5% | $2,541+180.6% | $2,471+188.5% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,570 | $5,622-0.9% | $6,797-18.0% | $5,306+5.0% |