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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 | $286,235 | $115,810+147.2% | $101,271+182.6% | $158,966+80.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.90% | 56.15%-44.3pp | 46.48%-34.6pp | 302.95%-291.1pp |
| Employer contribution / active EE | $22,609 | $4,175+441.5% | $3,660+517.7% | $4,762+374.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $159,748 | $7,248+2104.0% | $5,948+2586.0% | $11,250+1320.0% |