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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 | $300,563 | $156,616+91.9% | $133,346+125.4% | $198,609+51.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 9.35% | 44.25%-34.9pp | 36.85%-27.5pp | 202.70%-193.3pp |
| Employer contribution / active EE | $4,064 | $3,368+20.7% | $2,853+42.4% | $5,055-19.6% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $18,134 | $17,468+3.8% | $14,264+27.1% | $19,030-4.7% |