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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 | $308,830 | $109,967+180.8% | $97,197+217.7% | $145,877+111.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 31.51% | 244.27%-212.8pp | 75.47%-44.0pp | 551.28%-519.8pp |
| Employer contribution / active EE | $1,882 | $3,077-38.8% | $2,723-30.9% | $4,663-59.6% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,178 | $6,199+80.3% | $5,637+98.3% | $13,402-16.6% |