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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 | $316,461 | $107,944+193.2% | $91,994+244.0% | $152,885+107.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 31.10% | 89.26%-58.2pp | 69.03%-37.9pp | 345.39%-314.3pp |
| Employer contribution / active EE | $25,552 | $4,210+506.9% | $3,452+640.2% | $4,763+436.5% |
| Participant deferral / active EE | $0 | $6,365-100.0% | $5,923-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,400 | $10,521-77.2% | $7,743-69.0% | $11,598-79.3% |