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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 | $404,946 | $105,960+282.2% | $81,726+395.5% | $158,982+154.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 4.43% | 38.19%-33.8pp | 29.49%-25.1pp | 302.99%-298.6pp |
| Employer contribution / active EE | $2,500 | $7,805-68.0% | $4,311-42.0% | $4,763-47.5% |
| Participant deferral / active EE | $0 | $13,011-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,054 | $8,494-52.3% | $5,160-21.4% | $11,252-64.0% |