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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 | $326,680 | $124,314+162.8% | $109,163+199.3% | $167,518+95.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.71% | 26.04%-14.3pp | 25.75%-14.0pp | 478.71%-467.0pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $26,000 | $5,256+394.6% | $4,654+458.7% | $6,342+310.0% |
| Admin fee / account holder | $490 | $7,973-93.9% | $6,754-92.7% | $12,312-96.0% |