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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 | $266,790 | $127,387+109.4% | $115,038+131.9% | $125,389+112.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.22% | 31.28%-29.1pp | 26.14%-23.9pp | 282.24%-280.0pp |
| Employer contribution / active EE | $26,803 | $5,166+418.8% | $4,608+481.7% | $4,866+450.8% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $400 | $9,516-95.8% | $8,175-95.1% | $9,541-95.8% |