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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 | $449,267 | $127,790+251.6% | $106,554+321.6% | $167,553+168.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.47% | 33.88%-21.4pp | 26.80%-14.3pp | 478.89%-466.4pp |
| Employer contribution / active EE | $7,072 | $3,427+106.3% | $2,819+150.8% | $4,840+46.1% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,107 | $11,231-63.4% | $7,408-44.6% | $12,316-66.7% |