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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 | $285,203 | $152,612+86.9% | $125,192+127.8% | $152,897+86.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 14.04% | 54.85%-40.8pp | 43.79%-29.7pp | 345.43%-331.4pp |
| Employer contribution / active EE | $8,653 | $4,947+74.9% | $3,866+123.8% | $4,764+81.7% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,912 | $13,437-85.8% | $9,704-80.3% | $11,599-83.5% |