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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 | $362,703 | $112,935+221.2% | $90,970+298.7% | $158,966+128.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.31% | 215.79%-203.5pp | 134.58%-122.3pp | 302.95%-290.6pp |
| Employer contribution / active EE | $5,075 | $2,895+75.3% | $2,122+139.1% | $4,762+6.6% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,581 | $8,045+19.1% | $5,960+60.7% | $11,250-14.8% |