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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 | $276,765 | $141,004+96.3% | $112,273+146.5% | $139,466+98.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.11% | 32.75%-12.6pp | 30.23%-10.1pp | 373.66%-353.6pp |
| Employer contribution / active EE | $1,206 | $4,285-71.9% | $3,431-64.9% | $4,754-74.6% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $6,805 | $9,959-31.7% | $7,752-12.2% | $11,409-40.4% |