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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 | $271,248 | $135,905+99.6% | $126,068+115.2% | $198,609+36.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 8.70% | 14.07%-5.4pp | 15.01%-6.3pp | 202.70%-194.0pp |
| Employer contribution / active EE | $13,109 | $4,245+208.8% | $3,968+230.4% | $5,055+159.3% |
| Participant deferral / active EE | $0 | $8,523-100.0% | $8,214-100.0% | $6,977-100.0% |
| Admin fee / account holder | $50,695 | $21,036+141.0% | $18,264+177.6% | $19,030+166.4% |