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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 | $278,666 | $116,190+139.8% | $93,614+197.7% | $152,885+82.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 17.54% | 35.96%-18.4pp | 32.76%-15.2pp | 345.39%-327.8pp |
| Employer contribution / active EE | $13,407 | $3,219+316.5% | $2,718+393.2% | $4,763+181.5% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,321 | $10,749+42.5% | $7,889+94.2% | $11,598+32.1% |