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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 | $294,487 | $65,704+348.2% | $94,229+212.5% | $59,633+393.8% |
| Participation rate | 95.5% | 72.1%+23.3pp | 78.8%+16.7pp | 68.7%+26.8pp |
| Annual return | 3.27% | 5.22%-1.9pp | 10.68%-7.4pp | 2041.45%-2038.2pp |
| Employer contribution / active EE | $20,161 | $2,021+897.7% | $3,587+462.1% | $2,203+815.3% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $795 | $4,265-81.4% | $6,269-87.3% | $4,297-81.5% |