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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 | $405,844 | $166,268+144.1% | $165,100+145.8% | $145,897+178.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 22.59% | 100.52%-77.9pp | 70.21%-47.6pp | 552.29%-529.7pp |
| Employer contribution / active EE | $29,788 | $5,284+463.8% | $4,348+585.1% | $4,663+538.9% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,460 | $16,659-49.2% | $12,696-33.4% | $13,390-36.8% |