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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 | $256,228 | $157,829+62.3% | $136,867+87.2% | $198,609+29.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 13.27% | 51.25%-38.0pp | 42.97%-29.7pp | 202.70%-189.4pp |
| Employer contribution / active EE | $20,442 | $3,923+421.1% | $3,547+476.3% | $5,055+304.4% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,961 | $11,107-73.3% | $10,340-71.4% | $19,030-84.4% |