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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 | $354,782 | $162,529+118.3% | $130,788+171.3% | $154,746+129.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.23% | 510.48%-501.2pp | 386.44%-377.2pp | 172.34%-163.1pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $14,307 | $4,808+197.5% | $4,137+245.8% | $6,730+112.6% |
| Admin fee / account holder | $148,867 | $7,669+1841.1% | $6,673+2131.0% | $14,365+936.3% |