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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 | $316,269 | $84,236+275.5% | $170,435+85.6% | $70,126+351.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $19,863 | $3,387+486.4% | $5,432+265.6% | $2,343+747.9% |
| Participant deferral / active EE | $7,403 | $3,086+139.9% | $4,939+49.9% | $3,332+122.2% |
| Admin fee / account holder | $1,141 | $5,698-80.0% | $13,881-91.8% | $4,645-75.4% |