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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 | $300,842 | $81,446+269.4% | $103,374+191.0% | $80,874+272.0% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 108.27% | 25.57%+82.7pp | 24.89%+83.4pp | 35.62%+72.7pp |
| Employer contribution / active EE | $2,942 | $3,107-5.3% | $3,869-24.0% | $2,756+6.8% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $317 | $6,715-95.3% | $8,394-96.2% | $6,935-95.4% |