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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 | $253,380 | $117,846+115.0% | $102,434+147.4% | $145,884+73.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.94% | 31.90%-14.0pp | 29.46%-11.5pp | 551.85%-533.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,200 | $5,733-61.6% | $5,055-56.5% | $6,690-67.1% |
| Admin fee / account holder | $49,398 | $13,356+269.9% | $9,462+422.1% | $13,392+268.9% |