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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 | $395,866 | $107,809+267.2% | $97,032+308.0% | $155,188+155.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 9.42% | 38.06%-28.6pp | 35.38%-26.0pp | 148.84%-139.4pp |
| Employer contribution / active EE | $16,250 | $2,911+458.2% | $2,629+518.1% | $4,248+282.6% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $10,430 | $10,717-2.7% | $9,418+10.7% | $14,480-28.0% |