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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 | $310,958 | $73,988+320.3% | $96,538+222.1% | $75,177+313.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 59.04% | 26.73%+32.3pp | 35.74%+23.3pp | 160.75%-101.7pp |
| Employer contribution / active EE | $886 | $2,930-69.8% | $3,740-76.3% | $2,671-66.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $386 | $5,220-92.6% | $6,737-94.3% | $5,651-93.2% |