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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 | $375,083 | $99,994+275.1% | $146,647+155.8% | $85,851+336.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 35.88% | 18.93%+16.9pp | 22.75%+13.1pp | 318.63%-282.8pp |
| Employer contribution / active EE | $1,057 | $2,559-58.7% | $4,137-74.4% | $2,565-58.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $15,312 | $7,703+98.8% | $10,281+48.9% | $6,261+144.6% |