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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 | $344,350 | $95,895+259.1% | $79,576+332.7% | $134,509+156.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 9.44% | -2.72%+12.2pp | 0.15%+9.3pp | 418.13%-408.7pp |
| Employer contribution / active EE | $6,763 | $3,128+116.2% | $2,413+180.3% | $4,741+42.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $19,177 | $9,129+110.1% | $6,834+180.6% | $11,427+67.8% |