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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 | $309,985 | $152,619+103.1% | $125,195+147.6% | $152,909+102.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 11.73% | 54.85%-43.1pp | 43.79%-32.1pp | 345.46%-333.7pp |
| Employer contribution / active EE | $2,500 | $4,947-49.5% | $3,866-35.3% | $4,764-47.5% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,073 | $13,437+12.2% | $9,704+55.3% | $11,601+29.9% |