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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 | $426,742 | $58,258+632.5% | $81,820+421.6% | $80,925+427.3% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 14.12% | 41.76%-27.6pp | 777.93%-763.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $18,431 | $2,345+685.9% | $2,915+532.3% | $2,756+568.7% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,031 | $4,976+1.1% | $7,391-31.9% | $6,940-27.5% |