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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 | $344,269 | $104,694+228.8% | $85,709+301.7% | $167,536+105.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.87% | 21.45%-9.6pp | 21.49%-9.6pp | 478.82%-466.9pp |
| Employer contribution / active EE | $14,579 | $3,337+336.8% | $2,619+456.7% | $4,839+201.3% |
| Participant deferral / active EE | $0 | $4,826-100.0% | $3,924-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,363 | $10,035+3.3% | $6,876+50.7% | $12,315-15.8% |