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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 | $312,556 | $111,814+179.5% | $103,374+202.4% | $145,959+114.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.52% | 24.77%-8.2pp | 24.89%-8.4pp | 561.95%-545.4pp |
| Employer contribution / active EE | $4,000 | $4,214-5.1% | $3,869+3.4% | $4,661-14.2% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,459 | $9,754+27.7% | $8,394+48.4% | $13,398-7.0% |