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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 | $311,090 | $78,694+295.3% | $67,653+359.8% | $125,388+148.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 3.18% | 9.46%-6.3pp | 6625.22%-6622.0pp | 282.24%-279.1pp |
| Employer contribution / active EE | $38,774 | $3,044+1173.9% | $2,266+1611.4% | $4,866+696.8% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,010 | $7,403-32.3% | $4,821+3.9% | $9,541-47.5% |