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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 | $297,286 | $110,307+169.5% | $96,576+207.8% | $139,456+113.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.32% | 26.40%-6.1pp | 25.87%-5.6pp | 373.45%-353.1pp |
| Employer contribution / active EE | $14,080 | $3,619+289.0% | $2,965+374.9% | $4,753+196.2% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,788 | $11,597-84.6% | $8,253-78.3% | $11,407-84.3% |