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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 | $265,274 | $62,583+323.9% | $76,767+245.6% | $64,173+313.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 90.65% | -1.95%+92.6pp | 2.43%+88.2pp | 7.63%+83.0pp |
| Employer contribution / active EE | $9,601 | $1,832+424.0% | $2,485+286.3% | $2,381+303.2% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,536 | $4,667-24.2% | $6,675-47.0% | $4,887-27.7% |