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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 | $252,712 | $180,028+40.4% | $138,135+82.9% | $158,982+59.0% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 11.09% | 21.68%-10.6pp | 20.51%-9.4pp | 302.99%-291.9pp |
| Employer contribution / active EE | $21,998 | $7,470+194.5% | $5,587+293.7% | $4,763+361.9% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,135 | $17,912-88.1% | $11,856-82.0% | $11,252-81.0% |