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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 | $607,877 | $288,797+110.5% | $239,577+153.7% | $382,429+59.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 4.20% | -3.30%+7.5pp | -0.70%+4.9pp | 248.85%-244.7pp |
| Employer contribution / active EE | $12,833 | $8,558+50.0% | $7,232+77.5% | $8,036+59.7% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $26,667 | $18,649+43.0% | $19,315+38.1% | $30,732-13.2% |