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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 | $376,775 | $133,981+181.2% | $112,249+235.7% | $134,532+180.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.93% | 47.16%-46.2pp | 27.48%-26.6pp | 418.27%-417.3pp |
| Employer contribution / active EE | $9,517 | $4,040+135.6% | $3,636+161.7% | $4,741+100.7% |
| Participant deferral / active EE | $6,429 | $5,292+21.5% | $4,729+35.9% | $6,401+0.4% |
| Admin fee / account holder | $808 | $7,492-89.2% | $6,412-87.4% | $11,429-92.9% |