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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 | $341,192 | $77,908+337.9% | $149,696+127.9% | $75,173+353.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.01% | 31.73%-17.7pp | 134.46%-120.4pp | 160.72%-146.7pp |
| Employer contribution / active EE | $19,570 | $3,138+523.7% | $4,821+305.9% | $2,671+632.7% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,005 | $5,950-49.5% | $13,212-77.3% | $5,651-46.8% |