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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 | $419,390 | $227,597+84.3% | $189,575+121.2% | $167,536+150.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.57% | 78.44%-68.9pp | 64.19%-54.6pp | 478.82%-469.2pp |
| Employer contribution / active EE | $33,599 | $5,316+532.0% | $4,412+661.5% | $4,839+594.3% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,016 | $11,877-57.8% | $9,806-48.9% | $12,315-59.3% |