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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 | $401,223 | $126,113+218.1% | $116,096+245.6% | $155,188+158.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 15.33% | 391.72%-376.4pp | 326.25%-310.9pp | 148.84%-133.5pp |
| Employer contribution / active EE | $4,615 | $2,672+72.8% | $2,503+84.4% | $4,248+8.7% |
| Participant deferral / active EE | $0 | $4,162-100.0% | $3,952-100.0% | $6,531-100.0% |
| Admin fee / account holder | $12,657 | $8,045+57.3% | $7,704+64.3% | $14,480-12.6% |