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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 | $334,366 | $114,013+193.3% | $103,693+222.5% | $155,188+115.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.90% | 49.31%-35.4pp | 47.61%-33.7pp | 148.84%-134.9pp |
| Employer contribution / active EE | $9,078 | $3,131+189.9% | $2,920+210.8% | $4,248+113.7% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $55,530 | $8,407+560.5% | $7,858+606.7% | $14,480+283.5% |