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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 | $260,109 | $176,838+47.1% | $146,685+77.3% | $167,518+55.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.43% | 24.04%-5.6pp | 22.75%-4.3pp | 478.71%-460.3pp |
| Employer contribution / active EE | $1,423 | $5,161-72.4% | $4,137-65.6% | $4,838-70.6% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,345 | $13,262-44.6% | $10,281-28.6% | $12,312-40.3% |