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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 | $272,075 | $110,337+146.6% | $102,383+165.7% | $145,877+86.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.57% | 24.83%-5.3pp | 24.94%-5.4pp | 551.28%-531.7pp |
| Employer contribution / active EE | $15,126 | $4,216+258.8% | $3,870+290.8% | $4,663+224.4% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10,724 | $9,750+10.0% | $8,391+27.8% | $13,402-20.0% |