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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 | $261,820 | $156,616+67.2% | $133,346+96.3% | $198,609+31.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 7.57% | 44.25%-36.7pp | 36.85%-29.3pp | 202.70%-195.1pp |
| Employer contribution / active EE | $4,936 | $3,368+46.6% | $2,853+73.0% | $5,055-2.4% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,957 | $17,468-71.6% | $14,264-65.2% | $19,030-74.0% |