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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 | $344,134 | $152,612+125.5% | $125,192+174.9% | $152,897+125.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.94% | 54.85%-41.9pp | 43.79%-30.9pp | 345.43%-332.5pp |
| Employer contribution / active EE | $25,817 | $4,947+421.8% | $3,866+567.8% | $4,764+442.0% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,303 | $13,437-53.1% | $9,704-35.1% | $11,599-45.7% |