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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 | $355,544 | $67,411+427.4% | $91,004+290.7% | $70,126+407.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 34.33% | -40.16%+74.5pp | 4.60%+29.7pp | 73.15%-38.8pp |
| Employer contribution / active EE | $3,385 | $1,786+89.5% | $2,456+37.8% | $2,343+44.5% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,275 | $4,236+119.0% | $5,417+71.2% | $4,645+99.7% |