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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 | $262,291 | $127,296+106.0% | $109,907+138.6% | $167,536+56.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 9.39% | 22.97%-13.6pp | 29.46%-20.1pp | 478.82%-469.4pp |
| Employer contribution / active EE | $16,155 | $3,325+385.9% | $2,844+468.1% | $4,839+233.8% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,267 | $7,119+2.1% | $6,069+19.7% | $12,315-41.0% |