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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 | $271,290 | $126,661+114.2% | $113,397+139.2% | $138,895+95.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 13.71% | 25.05%-11.3pp | 23.20%-9.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $7,653 | $3,456+121.4% | $2,977+157.1% | $4,194+82.5% |
| Participant deferral / active EE | $0 | $5,693-100.0% | $5,076-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,909 | $14,549-45.6% | $11,957-33.9% | $12,562-37.0% |