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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 | $263,986 | $215,361+22.6% | $171,082+54.3% | $273,972-3.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 11.49% | 25.14%-13.6pp | 32.56%-21.1pp | 41.46%-30.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $20,000 | $5,543+260.8% | $4,797+316.9% | $5,287+278.3% |
| Admin fee / account holder | $1,423 | $10,846-86.9% | $8,520-83.3% | $10,133-86.0% |