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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 | $252,407 | $113,338+122.7% | $94,993+165.7% | $147,586+71.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 11.01% | 20.80%-9.8pp | 27.14%-16.1pp | 578.59%-567.6pp |
| Employer contribution / active EE | $5,802 | $3,160+83.6% | $2,603+122.8% | $4,876+19.0% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,877 | $6,063+112.4% | $4,960+159.6% | $10,886+18.3% |