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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 | $266,532 | $97,125+174.4% | $86,233+209.1% | $137,256+94.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 13.26% | 74.19%-60.9pp | 61.39%-48.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $5,250 | $2,841+84.8% | $2,504+109.6% | $4,156+26.3% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,961 | $9,725-7.9% | $8,342+7.4% | $12,270-27.0% |