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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 | $275,867 | $157,829+74.8% | $136,867+101.6% | $198,609+38.9% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 10.31% | 51.25%-40.9pp | 42.97%-32.7pp | 202.70%-192.4pp |
| Employer contribution / active EE | $7,119 | $3,923+81.5% | $3,547+100.7% | $5,055+40.8% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,210 | $11,107-80.1% | $10,340-78.6% | $19,030-88.4% |