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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 | $283,814 | $77,419+266.6% | $69,461+308.6% | $152,870+85.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 13.23% | 39.07%-25.8pp | 28.97%-15.7pp | 345.34%-332.1pp |
| Employer contribution / active EE | $24,000 | $3,315+623.9% | $2,779+763.5% | $4,763+403.9% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,850-100.0% |
| Admin fee / account holder | $11,180 | $6,207+80.1% | $3,840+191.2% | $11,597-3.6% |