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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 | $307,371 | $154,159+99.4% | $130,026+136.4% | $139,456+120.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.76% | 32.50%-20.7pp | -137.26%+149.0pp | 373.45%-361.7pp |
| Employer contribution / active EE | $8,993 | $5,292+69.9% | $4,321+108.1% | $4,753+89.2% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $7,958 | $14,001-43.2% | $10,608-25.0% | $11,407-30.2% |