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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 | $272,925 | $91,537+198.2% | $130,045+109.9% | $75,173+263.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 22.45% | -631.55%+654.0pp | -137.30%+159.8pp | 160.72%-138.3pp |
| Employer contribution / active EE | $4,545 | $2,845+59.8% | $4,321+5.2% | $2,671+70.2% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,566 | $6,780+55.9% | $10,600-0.3% | $5,651+87.0% |