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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 | $290,683 | $81,208+257.9% | $98,916+193.9% | $79,858+264.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 16.61% | 60.99%-44.4pp | 196.45%-179.8pp | 31.72%-15.1pp |
| Employer contribution / active EE | $422 | $1,960-78.5% | $2,689-84.3% | $2,471-82.9% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $13,095 | $6,013+117.8% | $6,642+97.1% | $5,306+146.8% |