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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 | $299,689 | $90,486+231.2% | $78,676+280.9% | $273,972+9.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.33% | 75.62%-72.3pp | 62.19%-58.9pp | 41.46%-38.1pp |
| Employer contribution / active EE | $17,678 | $3,175+456.8% | $2,850+520.3% | $4,869+263.1% |
| Participant deferral / active EE | $13,125 | $3,901+236.4% | $3,517+273.2% | $5,287+148.2% |
| Admin fee / account holder | $375 | $5,263-92.9% | $4,510-91.7% | $10,133-96.3% |