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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 | $325,928 | $78,682+314.2% | $109,188+198.5% | $85,851+279.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 35.18% | 25.09%+10.1pp | 25.76%+9.4pp | 318.63%-283.5pp |
| Employer contribution / active EE | $20,955 | $2,734+666.5% | $3,723+462.8% | $2,565+716.8% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,029 | $5,470+119.9% | $6,755+78.1% | $6,261+92.1% |