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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 | $343,417 | $154,754+121.9% | $124,206+176.5% | $138,895+147.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 13.93% | 709.28%-695.4pp | 515.27%-501.3pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,815 | $4,446-14.2% | $3,540+7.8% | $4,194-9.0% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,734 | $6,690-59.1% | $5,929-53.9% | $12,562-78.2% |