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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 | $313,396 | $108,673+188.4% | $74,713+319.5% | $152,870+105.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 12.10% | 114.08%-102.0pp | 752.99%-740.9pp | 345.34%-333.2pp |
| Employer contribution / active EE | $19,125 | $1,503+1172.1% | $1,084+1664.6% | $4,763+301.5% |
| Participant deferral / active EE | $0 | $2,713-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $8,650 | $4,904+76.4% | $3,334+159.5% | $11,597-25.4% |