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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 | $389,213 | $91,179+326.9% | $178,499+118.0% | $79,852+387.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 10.06% | 24.19%-14.1pp | 151.10%-141.0pp | 31.72%-21.7pp |
| Employer contribution / active EE | $17,962 | $3,256+451.7% | $5,011+258.4% | $2,471+626.9% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,514 | $6,749-47.9% | $13,986-74.9% | $5,306-33.8% |