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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 | $296,439 | $152,460+94.4% | $118,746+149.6% | $147,586+100.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 13.90% | 17.41%-3.5pp | 24.54%-10.6pp | 578.59%-564.7pp |
| Employer contribution / active EE | $22,109 | $5,046+338.2% | $4,193+427.3% | $4,876+353.4% |
| Participant deferral / active EE | $0 | $6,212-100.0% | $5,332-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,765 | $16,953-54.2% | $10,720-27.6% | $10,886-28.7% |