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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 | $271,369 | $134,001+102.5% | $112,258+141.7% | $134,509+101.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.84% | 47.15%-45.3pp | 27.47%-25.6pp | 418.13%-416.3pp |
| Employer contribution / active EE | $7,292 | $4,039+80.5% | $3,636+100.6% | $4,741+53.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,422 | $7,491-41.0% | $6,411-31.0% | $11,427-61.3% |