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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 | $287,953 | $118,875+142.2% | $96,572+198.2% | $167,553+71.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 29.34% | 50.50%-21.2pp | 37.79%-8.4pp | 478.89%-449.5pp |
| Employer contribution / active EE | $3,867 | $3,121+23.9% | $2,357+64.0% | $4,840-20.1% |
| Participant deferral / active EE | $21,667 | $4,617+369.3% | $3,850+462.8% | $6,343+241.6% |
| Admin fee / account holder | $3,667 | $8,070-54.6% | $6,183-40.7% | $12,316-70.2% |