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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 | $303,200 | $125,778+141.1% | $114,563+164.7% | $154,746+95.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 8.93% | 295.14%-286.2pp | 241.09%-232.2pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,875 | $2,806-33.2% | $2,592-27.7% | $4,379-57.2% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $56,095 | $8,190+584.9% | $7,623+635.9% | $14,365+290.5% |