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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 | $253,526 | $111,814+126.7% | $93,654+170.7% | $145,959+73.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 18.26% | 203.30%-185.0pp | 133.34%-115.1pp | 561.95%-543.7pp |
| Employer contribution / active EE | $4,794 | $3,092+55.1% | $2,421+98.0% | $4,661+2.9% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,014 | $10,246-60.8% | $8,282-51.5% | $13,398-70.0% |