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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 | $268,640 | $95,404+181.6% | $113,397+136.9% | $82,637+225.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 13.64% | 19.08%-5.4pp | 23.20%-9.6pp | 53.51%-39.9pp |
| Employer contribution / active EE | $10,977 | $2,307+375.9% | $2,977+268.7% | $2,552+330.1% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,159 | $9,168+21.7% | $11,957-6.7% | $7,339+52.1% |