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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 | $375,908 | $132,634+183.4% | $115,768+224.7% | $137,256+173.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.28% | 160.70%-149.4pp | 100.46%-89.2pp | 220.34%-209.1pp |
| Employer contribution / active EE | $8,125 | $3,360+141.8% | $2,940+176.4% | $4,156+95.5% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,903 | $15,028-67.4% | $12,439-60.6% | $12,270-60.0% |