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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 | $288,711 | $105,200+174.4% | $159,474+81.0% | $85,847+236.3% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.8%-3.5pp | 69.3%+10.0pp |
| Annual return | 14.08% | 45.08%-31.0pp | 263.68%-249.6pp | 318.61%-304.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $16,790 | $5,946+182.4% | $7,353+128.3% | $3,952+324.8% |
| Admin fee / account holder | $25,026 | $6,934+260.9% | $10,802+131.7% | $6,261+299.7% |