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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 | $340,133 | $154,193+120.6% | $130,045+161.6% | $139,466+143.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.79% | 32.51%-12.7pp | -137.30%+157.1pp | 373.66%-353.9pp |
| Employer contribution / active EE | $7,984 | $5,292+50.9% | $4,321+84.7% | $4,754+67.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $755 | $13,989-94.6% | $10,600-92.9% | $11,409-93.4% |