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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 | $385,505 | $162,785+136.8% | $133,959+187.8% | $158,950+142.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 19.98% | 41.94%-22.0pp | 45.09%-25.1pp | 302.91%-282.9pp |
| Employer contribution / active EE | $4,978 | $4,975+0.1% | $3,919+27.0% | $4,762+4.5% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $25,033 | $11,738+113.3% | $8,928+180.4% | $11,248+122.5% |