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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 | $386,874 | $165,939+133.1% | $122,354+216.2% | $147,585+162.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 8.99% | 34.56%-25.6pp | 30.28%-21.3pp | 578.58%-569.6pp |
| Employer contribution / active EE | $29,178 | $5,754+407.1% | $4,051+620.3% | $4,876+498.3% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,520 | $7,425-25.6% | $5,479+0.8% | $10,886-49.3% |