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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 | $330,600 | $176,794+87.0% | $146,647+125.4% | $167,553+97.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 29.87% | 24.04%+5.8pp | 22.75%+7.1pp | 478.89%-449.0pp |
| Employer contribution / active EE | $13,034 | $5,161+152.5% | $4,137+215.1% | $4,840+169.3% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $5,966 | $13,262-55.0% | $10,281-42.0% | $12,316-51.6% |