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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 | $266,299 | $118,875+124.0% | $96,572+175.8% | $167,553+58.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 37.55% | 50.50%-13.0pp | 37.79%-0.2pp | 478.89%-441.3pp |
| Employer contribution / active EE | $6,958 | $3,121+122.9% | $2,357+195.2% | $4,840+43.8% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,850-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,735 | $8,070-66.1% | $6,183-55.8% | $12,316-77.8% |