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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 | $258,220 | $100,811+156.1% | $86,698+197.8% | $134,545+91.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 4.58% | 29.11%-24.5pp | 35.96%-31.4pp | 418.37%-413.8pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,198 | $5,339-58.8% | $4,656-52.8% | $6,401-65.7% |
| Admin fee / account holder | $19,915 | $10,926+82.3% | $7,492+165.8% | $11,431+74.2% |