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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 | $370,540 | $95,188+289.3% | $76,518+384.2% | $135,379+173.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 8.15% | 4.85%+3.3pp | -0.27%+8.4pp | 519.79%-511.6pp |
| Employer contribution / active EE | $16,327 | $3,303+394.3% | $2,647+516.7% | $4,779+241.6% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,833 | $6,249+57.4% | $4,849+102.8% | $10,828-9.2% |