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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 | $341,434 | $166,242+105.4% | $165,071+106.8% | $145,884+134.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.88% | 100.44%-88.6pp | 70.17%-58.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,391 | $5,283-73.7% | $4,347-68.0% | $4,662-70.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $106,159 | $16,658+537.3% | $12,695+736.2% | $13,392+692.7% |