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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 | $325,572 | $104,924+210.3% | $84,623+284.7% | $152,885+113.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 13.82% | 373.82%-360.0pp | 258.77%-244.9pp | 345.39%-331.6pp |
| Employer contribution / active EE | $10,906 | $3,302+230.3% | $2,652+311.2% | $4,763+129.0% |
| Participant deferral / active EE | $0 | $4,689-100.0% | $3,899-100.0% | $5,851-100.0% |
| Admin fee / account holder | $16,226 | $6,242+160.0% | $4,913+230.3% | $11,598+39.9% |