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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 | $425,274 | $124,346+242.0% | $111,308+282.1% | $167,536+153.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.56% | 37.45%-21.9pp | 54.67%-39.1pp | 478.82%-463.3pp |
| Employer contribution / active EE | $8,333 | $3,437+142.4% | $2,732+205.1% | $4,839+72.2% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,846 | $10,621-73.2% | $7,965-64.3% | $12,315-76.9% |