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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 | $335,098 | $118,488+182.8% | $98,462+240.3% | $139,487+140.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.86% | 18.96%-8.1pp | 21.17%-10.3pp | 373.84%-363.0pp |
| Employer contribution / active EE | $8,125 | $3,611+125.0% | $3,049+166.5% | $4,755+70.9% |
| Participant deferral / active EE | $0 | $5,393-100.0% | $4,738-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,149 | $13,868-70.1% | $8,875-53.3% | $11,407-63.6% |