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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 | $390,803 | $107,368+264.0% | $92,915+320.6% | $152,909+155.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.53% | 145.64%-132.1pp | 109.45%-95.9pp | 345.46%-331.9pp |
| Employer contribution / active EE | $32,913 | $4,222+679.5% | $3,653+800.9% | $4,764+590.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,689 | $7,082-62.0% | $5,796-53.6% | $11,601-76.8% |