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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 | $340,041 | $232,540+46.2% | $185,117+83.7% | $147,586+130.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 7.00% | 43.03%-36.0pp | 40.50%-33.5pp | 578.59%-571.6pp |
| Employer contribution / active EE | $6,127 | $5,195+17.9% | $4,182+46.5% | $4,876+25.6% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,447 | $10,275-66.4% | $8,159-57.7% | $10,886-68.3% |