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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 | $280,463 | $166,242+68.7% | $165,071+69.9% | $145,884+92.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.43% | 100.44%-82.0pp | 70.17%-51.7pp | 551.85%-533.4pp |
| Employer contribution / active EE | $4,286 | $5,283-18.9% | $4,347-1.4% | $4,662-8.1% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,122 | $16,658-93.3% | $12,695-91.2% | $13,392-91.6% |