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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 | $303,739 | $101,069+200.5% | $81,478+272.8% | $147,585+105.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 14.28% | 32.40%-18.1pp | 38.78%-24.5pp | 578.57%-564.3pp |
| Employer contribution / active EE | $8,777 | $3,205+173.8% | $2,568+241.8% | $4,876+80.0% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $23,194 | $5,812+299.1% | $4,561+408.5% | $10,885+113.1% |