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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 | $302,490 | $99,079+205.3% | $78,002+287.8% | $273,972+10.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.80% | 217.93%-210.1pp | 425.99%-418.2pp | 41.46%-33.7pp |
| Employer contribution / active EE | $10,476 | $3,308+216.7% | $2,470+324.1% | $4,869+115.2% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,682 | $8,954+86.3% | $5,481+204.4% | $10,133+64.6% |