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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 | $337,114 | $69,230+386.9% | $64,085+426.0% | $139,427+141.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.08% | 45.89%-34.8pp | 33.69%-22.6pp | 373.27%-362.2pp |
| Employer contribution / active EE | $30,193 | $3,182+848.8% | $2,747+999.0% | $4,752+535.4% |
| Participant deferral / active EE | $0 | $4,681-100.0% | $3,881-100.0% | $6,711-100.0% |
| Admin fee / account holder | $15,128 | $4,246+256.3% | $3,069+392.9% | $11,404+32.7% |