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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 | $318,787 | $106,918+198.2% | $84,021+279.4% | $152,897+108.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.56% | 105.01%-80.4pp | 71.32%-46.8pp | 345.43%-320.9pp |
| Employer contribution / active EE | $4,269 | $2,735+56.1% | $1,984+115.2% | $4,764-10.4% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $83,021 | $8,288+901.7% | $6,102+1260.6% | $11,599+615.7% |