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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 | $276,895 | $154,209+79.6% | $130,062+112.9% | $139,487+98.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.67% | 32.52%-16.9pp | -137.37%+153.0pp | 373.84%-358.2pp |
| Employer contribution / active EE | $18,182 | $5,292+243.5% | $4,322+320.7% | $4,755+282.4% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,799 | $13,988-80.0% | $10,601-73.6% | $11,407-75.5% |