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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 | $330,120 | $150,207+119.8% | $120,380+174.2% | $145,978+126.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.67% | 154.28%-136.6pp | 107.28%-89.6pp | 550.52%-532.8pp |
| Employer contribution / active EE | $10,550 | $4,351+142.5% | $3,465+204.5% | $4,662+126.3% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,992-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,846 | $12,203-76.7% | $9,421-69.8% | $13,400-78.8% |