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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 | $268,833 | $123,155+118.3% | $108,753+147.2% | $155,188+73.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 7.67% | 44.73%-37.1pp | 37.47%-29.8pp | 148.84%-141.2pp |
| Employer contribution / active EE | $5,556 | $2,811+97.6% | $2,427+128.9% | $4,248+30.8% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,662 | $12,126-36.8% | $10,320-25.8% | $14,480-47.1% |