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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 | $297,701 | $103,164+188.6% | $90,259+229.8% | $154,746+92.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 13.31% | 19.25%-5.9pp | 18.88%-5.6pp | 172.34%-159.0pp |
| Employer contribution / active EE | $24,091 | $2,532+851.6% | $2,291+951.4% | $4,379+450.1% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $806 | $8,593-90.6% | $7,267-88.9% | $14,365-94.4% |