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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 | $342,708 | $110,410+210.4% | $102,437+234.6% | $145,897+134.9% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 10.10% | 24.85%-14.8pp | 24.95%-14.9pp | 552.29%-542.2pp |
| Employer contribution / active EE | $22,443 | $4,217+432.2% | $3,871+479.8% | $4,663+381.3% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,620 | $9,745+70.5% | $8,388+98.1% | $13,390+24.1% |