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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 | $279,997 | $99,652+181.0% | $78,778+255.4% | $147,586+89.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 10.00% | 47.28%-37.3pp | 35.62%-25.6pp | 578.59%-568.6pp |
| Employer contribution / active EE | $5,089 | $2,796+82.0% | $1,986+156.3% | $4,876+4.4% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,083 | $7,155-1.0% | $5,134+38.0% | $10,886-34.9% |