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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 | $269,808 | $107,363+151.3% | $92,909+190.4% | $152,897+76.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.05% | 145.63%-130.6pp | 109.44%-94.4pp | 345.43%-330.4pp |
| Employer contribution / active EE | $14,903 | $4,222+253.0% | $3,653+307.9% | $4,764+212.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,353 | $7,082-10.3% | $5,795+9.6% | $11,599-45.2% |