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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 | $331,670 | $117,444+182.4% | $99,479+233.4% | $152,909+116.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 17.60% | 31.87%-14.3pp | 30.72%-13.1pp | 345.46%-327.9pp |
| Employer contribution / active EE | $12,748 | $3,014+323.0% | $2,540+401.8% | $4,764+167.6% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,677 | $7,635+13.6% | $6,253+38.8% | $11,601-25.2% |