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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 | $325,943 | $93,346+249.2% | $71,796+354.0% | $273,972+19.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.29% | 130.39%-125.1pp | 78.04%-72.7pp | 41.46%-36.2pp |
| Employer contribution / active EE | $23,333 | $2,733+753.7% | $1,924+1112.5% | $4,869+379.2% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,410 | $6,571-2.4% | $4,815+33.1% | $10,133-36.7% |