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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 | $352,152 | $152,619+130.7% | $125,195+181.3% | $152,909+130.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 53.60% | 54.85%-1.2pp | 43.79%+9.8pp | 345.46%-291.9pp |
| Employer contribution / active EE | $8,967 | $4,947+81.2% | $3,866+131.9% | $4,764+88.2% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,882 | $13,437-63.7% | $9,704-49.7% | $11,601-57.9% |