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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 | $352,649 | $156,616+125.2% | $133,346+164.5% | $198,609+77.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 5.13% | 44.25%-39.1pp | 36.85%-31.7pp | 202.70%-197.6pp |
| Employer contribution / active EE | $1,981 | $3,368-41.2% | $2,853-30.6% | $5,055-60.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,519 | $17,468-74.1% | $14,264-68.3% | $19,030-76.3% |