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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 | $256,294 | $100,811+154.2% | $86,698+195.6% | $134,545+90.5% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | 6.50% | 29.11%-22.6pp | 35.96%-29.5pp | 418.37%-411.9pp |
| Employer contribution / active EE | $7,701 | $3,490+120.7% | $2,837+171.5% | $4,742+62.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23,901 | $10,926+118.7% | $7,492+219.0% | $11,431+109.1% |