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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 | $251,232 | $157,304+59.7% | $141,197+77.9% | $152,909+64.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.19% | 64.34%-42.2pp | 71.41%-49.2pp | 345.46%-323.3pp |
| Employer contribution / active EE | $28,986 | $5,263+450.8% | $4,736+512.0% | $4,764+508.4% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $430,240 | $12,126+3448.1% | $10,265+4091.4% | $11,601+3608.8% |