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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 | $305,330 | $73,955+312.9% | $96,520+216.3% | $75,181+306.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 33.21% | 26.72%+6.5pp | 35.72%-2.5pp | 160.69%-127.5pp |
| Employer contribution / active EE | $9,163 | $2,930+212.7% | $3,739+145.1% | $2,671+243.1% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,503 | $5,217+5.5% | $6,733-18.3% | $5,650-2.6% |