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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 | $299,742 | $183,516+63.3% | $155,534+92.7% | $145,884+105.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 33.99% | 61.43%-27.4pp | 64.92%-30.9pp | 551.85%-517.9pp |
| Employer contribution / active EE | $2,738 | $5,315-48.5% | $4,675-41.4% | $4,662-41.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $28,171 | $19,293+46.0% | $15,900+77.2% | $13,392+110.4% |