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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 | $277,744 | $101,950+172.4% | $125,529+121.3% | $86,983+219.3% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 13.16% | 18.29%-5.1pp | 202.56%-189.4pp | 25.83%-12.7pp |
| Employer contribution / active EE | $8,974 | $2,358+280.5% | $3,058+193.5% | $2,584+247.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $14,366 | $12,791+12.3% | $16,298-11.9% | $7,856+82.9% |