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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 | $254,264 | $118,877+113.9% | $96,570+163.3% | $167,536+51.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.10% | 50.50%-37.4pp | 37.79%-24.7pp | 478.82%-465.7pp |
| Employer contribution / active EE | $6,396 | $3,121+104.9% | $2,357+171.3% | $4,839+32.2% |
| Participant deferral / active EE | $20,712 | $4,617+348.6% | $3,849+438.1% | $6,342+226.6% |
| Admin fee / account holder | $431 | $8,069-94.7% | $6,182-93.0% | $12,315-96.5% |