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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 | $368,865 | $254,759+44.8% | $216,567+70.3% | $198,609+85.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 8.55% | 10.04%-1.5pp | 12.94%-4.4pp | 202.70%-194.1pp |
| Employer contribution / active EE | $26,167 | $6,096+329.2% | $5,216+401.7% | $5,055+417.6% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,277 | $26,311-87.5% | $21,981-85.1% | $19,030-82.8% |