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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 | $296,314 | $118,877+149.3% | $96,570+206.8% | $167,536+76.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.04% | 50.50%-33.5pp | 37.79%-20.8pp | 478.82%-461.8pp |
| Employer contribution / active EE | $3,125 | $3,121+0.1% | $2,357+32.6% | $4,839-35.4% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,420 | $8,069-57.6% | $6,182-44.7% | $12,315-72.2% |