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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 | $441,333 | $58,311+656.9% | $81,882+439.0% | $80,959+445.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 27.30% | 41.85%-14.5pp | 779.47%-752.2pp | 35.67%-8.4pp |
| Employer contribution / active EE | $13,707 | $2,347+484.1% | $2,916+370.1% | $2,757+397.1% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,597 | $4,752+17.8% | $7,360-24.0% | $6,925-19.2% |