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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 | $330,098 | $157,276+109.9% | $141,177+133.8% | $152,885+115.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 43.53% | 64.33%-20.8pp | 71.40%-27.9pp | 345.39%-301.9pp |
| Employer contribution / active EE | $2,925 | $5,262-44.4% | $4,736-38.2% | $4,763-38.6% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,200 | $12,123-90.1% | $10,263-88.3% | $11,598-89.7% |