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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 | $267,577 | $124,330+115.2% | $109,173+145.1% | $167,536+59.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.40% | 26.04%-9.6pp | 25.75%-9.4pp | 478.82%-462.4pp |
| Employer contribution / active EE | $6,002 | $4,209+42.6% | $3,723+61.2% | $4,839+24.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,419 | $7,974-19.5% | $6,755-5.0% | $12,315-47.9% |