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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 | $283,056 | $111,814+153.1% | $103,374+173.8% | $145,959+93.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.21% | 24.77%-11.6pp | 24.89%-11.7pp | 561.95%-548.7pp |
| Employer contribution / active EE | $17,647 | $4,214+318.8% | $3,869+356.1% | $4,661+278.6% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,333 | $9,754-14.6% | $8,394-0.7% | $13,398-37.8% |