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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 | $321,243 | $112,121+186.5% | $95,960+234.8% | $158,966+102.1% |
| Participation rate | 95.0% | 79.0%+16.0pp | 77.1%+17.9pp | 82.0%+13.0pp |
| Annual return | 7.20% | 171.16%-164.0pp | 91.63%-84.4pp | 302.95%-295.8pp |
| Employer contribution / active EE | $13,750 | $3,199+329.8% | $2,541+441.1% | $4,762+188.7% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,050 | $10,135-79.8% | $6,797-69.8% | $11,250-81.8% |