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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 | $308,004 | $149,778+105.6% | $118,946+158.9% | $158,966+93.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.43% | 19.95%-6.5pp | 35.89%-22.5pp | 302.95%-289.5pp |
| Employer contribution / active EE | $6,250 | $4,117+51.8% | $3,263+91.5% | $4,762+31.2% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,148 | $8,604+6.3% | $6,581+39.0% | $11,250-18.7% |