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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 | $308,623 | $110,212+180.0% | $96,534+219.7% | $139,466+121.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.78% | 26.42%-10.6pp | 25.88%-10.1pp | 373.66%-357.9pp |
| Employer contribution / active EE | $13,139 | $3,620+262.9% | $2,965+343.1% | $4,754+176.4% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $5,249 | $11,599-54.7% | $8,253-36.4% | $11,409-54.0% |