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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 | $297,537 | $127,387+133.6% | $115,038+158.6% | $125,389+137.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.70% | 31.28%-34.0pp | 26.14%-28.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $14,216 | $5,166+175.2% | $4,608+208.5% | $4,866+192.1% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,813 | $9,516-17.9% | $8,175-4.4% | $9,541-18.1% |