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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 | $300,633 | $167,522+79.5% | $151,639+98.3% | $134,532+123.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $8,214 | $6,828+20.3% | $6,165+33.2% | $4,741+73.3% |
| Participant deferral / active EE | $17,203 | $8,986+91.4% | $8,363+105.7% | $6,401+168.8% |
| Admin fee / account holder | $1,057 | $13,780-92.3% | $11,613-90.9% | $11,429-90.8% |