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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 | $275,676 | $165,939+66.1% | $122,354+125.3% | $147,586+86.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 7.67% | 34.56%-26.9pp | 30.28%-22.6pp | 578.59%-570.9pp |
| Employer contribution / active EE | $19,271 | $5,754+234.9% | $4,051+375.7% | $4,876+295.2% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,028 | $7,425-18.8% | $5,479+10.0% | $10,886-44.6% |