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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 | $266,299 | $118,854+124.1% | $96,565+175.8% | $167,497+59.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 37.55% | 50.49%-12.9pp | 37.78%-0.2pp | 478.62%-441.1pp |
| Employer contribution / active EE | $6,958 | $3,119+123.1% | $2,356+195.3% | $4,838+43.8% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $3,848-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,735 | $8,065-66.1% | $6,181-55.8% | $12,310-77.8% |