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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 | $266,993 | $176,786+51.0% | $146,643+82.1% | $167,536+59.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.22% | 24.04%-12.8pp | 22.75%-11.5pp | 478.82%-467.6pp |
| Employer contribution / active EE | $22,133 | $5,161+328.8% | $4,137+435.0% | $4,839+357.4% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,335 | $13,262-89.9% | $10,280-87.0% | $12,315-89.2% |