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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 | $323,937 | $117,846+174.9% | $102,434+216.2% | $145,884+122.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.78% | 31.90%-23.1pp | 29.46%-20.7pp | 551.85%-543.1pp |
| Employer contribution / active EE | $4,380 | $3,615+21.2% | $3,023+44.9% | $4,662-6.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,628 | $13,356-72.8% | $9,462-61.7% | $13,392-72.9% |