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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 | $318,085 | $82,678+284.7% | $125,391+153.7% | $68,490+364.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 25.75% | -5.97%+31.7pp | 572.41%-546.7pp | -7.85%+33.6pp |
| Employer contribution / active EE | $3,797 | $3,382+12.3% | $4,816-21.2% | $2,597+46.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,784 | $6,277-55.7% | $10,009-72.2% | $5,403-48.5% |