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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 | $275,128 | $87,059+216.0% | $105,608+160.5% | $80,925+240.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 13.10% | 17.05%-4.0pp | 116.50%-103.4pp | 35.65%-22.6pp |
| Employer contribution / active EE | $12,204 | $2,396+409.3% | $3,167+285.4% | $2,756+342.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,010-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,702 | $8,443-32.5% | $11,028-48.3% | $6,940-17.8% |