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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 | $289,315 | $124,346+132.7% | $111,308+159.9% | $167,536+72.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 15.60% | 37.45%-21.8pp | 54.67%-39.1pp | 478.82%-463.2pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $7,137 | $5,182+37.7% | $4,487+59.0% | $6,342+12.5% |
| Admin fee / account holder | $6,938 | $10,621-34.7% | $7,965-12.9% | $12,315-43.7% |