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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 | $275,989 | $57,352+381.2% | $83,830+229.2% | $64,173+330.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 9.86% | 11.38%-1.5pp | 850.97%-841.1pp | 7.63%+2.2pp |
| Employer contribution / active EE | $9,792 | $2,546+284.7% | $3,631+169.7% | $2,381+311.3% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,211 | $4,046-70.1% | $5,479-77.9% | $4,887-75.2% |