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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 | $362,488 | $129,960+178.9% | $104,299+247.5% | $134,545+169.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 2.33% | 42.06%-39.7pp | 24.62%-22.3pp | 418.37%-416.0pp |
| Employer contribution / active EE | $11,318 | $4,186+170.4% | $3,373+235.5% | $4,742+138.7% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $25,162 | $9,324+169.9% | $7,339+242.8% | $11,431+120.1% |