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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 | $328,295 | $112,184+192.6% | - | $145,884+125.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | - | 80.3%+19.7pp |
| Annual return | 12.27% | 21.73%-9.5pp | - | 551.85%-539.6pp |
| Employer contribution / active EE | $28,100 | $5,728+390.6% | - | $4,662+502.7% |
| Participant deferral / active EE | $0 | $5,637-100.0% | - | $6,690-100.0% |
| Admin fee / account holder | $166,002 | $6,256+2553.4% | - | $13,392+1139.6% |