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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 | $251,962 | $95,975+162.5% | $74,549+238.0% | $135,379+86.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 7.84% | 56.96%-49.1pp | 32.53%-24.7pp | 519.79%-511.9pp |
| Employer contribution / active EE | $7,000 | $2,716+157.7% | $1,961+257.0% | $4,779+46.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,725 | $6,522+64.5% | $5,059+112.0% | $10,828-0.9% |