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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 | $259,678 | $105,866+145.3% | $90,766+186.1% | $134,545+93.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 70.23% | -10.99%+81.2pp | -12.16%+82.4pp | 418.37%-348.1pp |
| Employer contribution / active EE | $6,384 | $3,464+84.3% | $2,922+118.5% | $4,742+34.6% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,421 | $13,938-89.8% | $8,446-83.2% | $11,431-87.6% |