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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 | $354,837 | $115,814+206.4% | $101,275+250.4% | $158,982+123.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.89% | 56.16%-41.3pp | 46.48%-31.6pp | 302.99%-288.1pp |
| Employer contribution / active EE | $15,454 | $4,176+270.1% | $3,660+322.2% | $4,763+224.5% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,503 | $7,249-65.5% | $5,948-57.9% | $11,252-77.8% |