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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 | $257,838 | $85,766+200.6% | $136,297+89.2% | $70,131+267.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.76% | 31.45%-16.7pp | 5156.16%-5141.4pp | 73.14%-58.4pp |
| Employer contribution / active EE | $9,271 | $2,966+212.6% | $4,696+97.4% | $2,342+295.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,611 | $5,420-51.8% | $9,244-71.8% | $4,645-43.8% |