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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 | $271,927 | $141,004+92.8% | $112,273+142.2% | $139,456+95.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.11% | 32.75%-20.6pp | 30.23%-18.1pp | 373.45%-361.3pp |
| Employer contribution / active EE | $10,033 | $4,285+134.2% | $3,431+192.4% | $4,753+111.1% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,400 | $9,959-75.9% | $7,752-69.0% | $11,407-79.0% |