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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 | $301,592 | $201,344+49.8% | $184,243+63.7% | $145,877+106.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.37% | 29.01%-14.6pp | 28.82%-14.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,653 | $7,022-76.5% | $6,427-74.3% | $4,663-64.6% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10,338 | $16,382-36.9% | $13,914-25.7% | $13,402-22.9% |