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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 | $405,641 | $86,288+370.1% | $111,306+264.4% | $85,851+372.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 54.78% | 19.99%+34.8pp | 54.67%+0.1pp | 318.63%-263.9pp |
| Employer contribution / active EE | $2,733 | $2,044+33.7% | $2,7320% | $2,565+6.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,499 | $8,189-32.8% | $7,966-31.0% | $6,261-12.2% |