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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 | $308,727 | $73,978+317.3% | $96,515+219.9% | $75,173+310.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 74.60% | 26.72%+47.9pp | 35.73%+38.9pp | 160.72%-86.1pp |
| Employer contribution / active EE | $773 | $2,931-73.6% | $3,740-79.3% | $2,671-71.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $367 | $5,219-93.0% | $6,735-94.6% | $5,651-93.5% |