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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 | $271,290 | $138,312+96.1% | $122,979+120.6% | $155,188+74.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 13.71% | 22.06%-8.4pp | 20.12%-6.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $7,653 | $3,530+116.8% | $3,062+149.9% | $4,248+80.2% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,909 | $15,089-47.6% | $12,864-38.5% | $14,480-45.4% |