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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 | $282,766 | $91,559+208.8% | $133,978+111.1% | $79,856+254.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 19.67% | 61.85%-42.2pp | 45.10%-25.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $850 | $2,384-64.3% | $3,919-78.3% | $2,471-65.6% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,281 | $6,321-48.1% | $8,930-63.3% | $5,306-38.2% |