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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 | $269,316 | $98,240+174.1% | $82,313+227.2% | $147,585+82.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 12.62% | 30.85%-18.2pp | 25.88%-13.3pp | 578.58%-566.0pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,371 | $4,383+45.3% | $3,706+71.9% | $5,439+17.1% |
| Admin fee / account holder | $9,983 | $8,563+16.6% | $5,608+78.0% | $10,886-8.3% |