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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 | $264,109 | $149,679+76.5% | $117,039+125.7% | $147,586+79.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 15.59% | 19.31%-3.7pp | 18.95%-3.4pp | 578.59%-563.0pp |
| Employer contribution / active EE | $16,000 | $4,937+224.1% | $3,785+322.8% | $4,876+228.1% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,156 | $7,856-72.6% | $5,974-63.9% | $10,886-80.2% |