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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 | $297,645 | $86,298+244.9% | $111,308+167.4% | $85,847+246.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.49% | 19.99%-8.5pp | 54.67%-43.2pp | 318.61%-307.1pp |
| Employer contribution / active EE | $9,649 | $2,044+372.2% | $2,732+253.2% | $2,565+276.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,097 | $8,189-37.8% | $7,965-36.0% | $6,261-18.6% |