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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 | $264,887 | $117,433+125.6% | $99,475+166.3% | $152,897+73.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 21.62% | 31.87%-10.2pp | 30.72%-9.1pp | 345.43%-323.8pp |
| Employer contribution / active EE | $10,096 | $3,013+235.0% | $2,540+297.5% | $4,764+111.9% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,388 | $7,634+9.9% | $6,252+34.2% | $11,599-27.7% |