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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 | $294,670 | $103,008+186.1% | $90,304+226.3% | $152,897+92.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.98% | 95.22%-76.2pp | 78.13%-59.2pp | 345.43%-326.5pp |
| Employer contribution / active EE | $13,260 | $3,139+322.4% | $2,855+364.5% | $4,764+178.4% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,399 | $6,175-45.0% | $5,354-36.5% | $11,599-70.7% |