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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 | $256,324 | $110,212+132.6% | $96,534+165.5% | $139,466+83.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.50% | 26.42%-14.9pp | 25.88%-14.4pp | 373.66%-362.2pp |
| Employer contribution / active EE | $8,500 | $3,620+134.8% | $2,965+186.6% | $4,754+78.8% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $23,473 | $11,599+102.4% | $8,253+184.4% | $11,409+105.8% |