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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 | $419,902 | $127,273+229.9% | $109,895+282.1% | $167,518+150.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 15.36% | 22.97%-7.6pp | 29.46%-14.1pp | 478.71%-463.4pp |
| Employer contribution / active EE | $8,624 | $3,324+159.4% | $2,843+203.3% | $4,838+78.2% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $4,049-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11,940 | $7,117+67.8% | $6,067+96.8% | $12,312-3.0% |