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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 | $273,620 | $90,509+202.3% | $78,693+247.7% | $273,968-0.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.97% | 75.61%-70.6pp | 62.18%-57.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $32,241 | $3,175+915.5% | $2,850+1031.2% | $4,869+562.2% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $752 | $5,264-85.7% | $4,511-83.3% | $10,132-92.6% |