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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 | $311,132 | $110,379+181.9% | $102,412+203.8% | $145,884+113.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.58% | 24.84%-4.3pp | 24.94%-4.4pp | 551.85%-531.3pp |
| Employer contribution / active EE | $18,182 | $4,216+331.2% | $3,870+369.8% | $4,662+290.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,129 | $9,745-78.2% | $8,388-74.6% | $13,392-84.1% |