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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 | $253,509 | $167,533+51.3% | $151,645+67.2% | $134,545+88.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 2.52% | 7.81%-5.3pp | 3.34%-0.8pp | 418.37%-415.9pp |
| Employer contribution / active EE | $9,000 | $6,828+31.8% | $6,165+46.0% | $4,742+89.8% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,717 | $13,781-87.5% | $11,614-85.2% | $11,431-85.0% |