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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 | $346,694 | $78,423+342.1% | $95,964+261.3% | $79,856+334.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 47.06% | 19.37%+27.7pp | 91.64%-44.6pp | 31.71%+15.3pp |
| Employer contribution / active EE | $3,320 | $1,945+70.7% | $2,541+30.6% | $2,471+34.3% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,593 | $5,622-71.7% | $6,797-76.6% | $5,306-70.0% |