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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 | $280,330 | $78,707+256.2% | $117,861+137.8% | $70,126+299.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 69.43% | 23.30%+46.1pp | 335.11%-265.7pp | 73.15%-3.7pp |
| Employer contribution / active EE | $1,700 | $2,223-23.5% | $3,786-55.1% | $2,343-27.4% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $815 | $5,066-83.9% | $8,021-89.8% | $4,645-82.5% |