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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 | $300,087 | $166,268+80.5% | $165,100+81.8% | $145,897+105.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.17% | 100.52%-79.3pp | 70.21%-49.0pp | 552.29%-531.1pp |
| Employer contribution / active EE | $28,560 | $5,284+440.5% | $4,348+556.8% | $4,663+512.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $15,292 | $16,659-8.2% | $12,696+20.5% | $13,390+14.2% |