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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 | $281,636 | $817,678-65.6% | $392,568-28.3% | $152,909+84.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 16.80% | 22.84%-6.0pp | 24.42%-7.6pp | 345.46%-328.7pp |
| Employer contribution / active EE | $10,811 | $5,502+96.5% | $3,783+185.8% | $4,764+126.9% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,851-100.0% |
| Admin fee / account holder | $54,710 | $12,095+352.3% | $6,260+774.0% | $11,601+371.6% |