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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 | $325,657 | $100,811+223.0% | $86,698+275.6% | $134,545+142.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 6.20% | 29.11%-22.9pp | 35.96%-29.8pp | 418.37%-412.2pp |
| Employer contribution / active EE | $21,171 | $3,490+506.6% | $2,837+646.3% | $4,742+346.5% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,298 | $10,926-42.4% | $7,492-15.9% | $11,431-44.9% |