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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 | $340,814 | $176,402+93.2% | $134,162+154.0% | $158,982+114.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 5.97% | 63.66%-57.7pp | 36.35%-30.4pp | 302.99%-297.0pp |
| Employer contribution / active EE | $24,401 | $5,042+383.9% | $3,705+558.6% | $4,763+412.3% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,960 | $8,719-66.1% | $6,685-55.7% | $11,252-73.7% |