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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 | $256,536 | $108,897+135.6% | $100,378+155.6% | $145,877+75.9% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.88% | 58.17%-47.3pp | 49.41%-38.5pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,725 | $8,455-20.5% | $8,087-16.8% | $6,691+0.5% |
| Admin fee / account holder | $2,126 | $9,690-78.1% | $7,899-73.1% | $13,402-84.1% |