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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 | $254,128 | $69,977+263.2% | $108,582+134.0% | $62,881+304.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 10.61% | 10.73%-0.1pp | -51.70%+62.3pp | 20.14%-9.5pp |
| Employer contribution / active EE | $12,126 | $2,135+468.0% | $3,758+222.6% | $2,281+431.6% |
| Participant deferral / active EE | $8,215 | $3,165+159.6% | $4,311+90.6% | $3,203+156.5% |
| Admin fee / account holder | $1,344 | $5,076-73.5% | $7,645-82.4% | $4,296-68.7% |