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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 | $256,089 | $166,268+54.0% | $165,100+55.1% | $145,897+75.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.15% | 100.52%-89.4pp | 70.21%-59.1pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,600 | $5,284-50.8% | $4,348-40.2% | $4,663-44.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,446 | $16,659-91.3% | $12,696-88.6% | $13,390-89.2% |