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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 | $254,849 | $52,678+383.8% | $75,784+236.3% | $59,633+327.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 3.14% | 2.95%+0.2pp | 9.68%-6.5pp | 2041.45%-2038.3pp |
| Employer contribution / active EE | $12,144 | $2,193+453.7% | $3,323+265.4% | $2,203+451.3% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $6,166 | $3,610+70.8% | $5,300+16.4% | $4,297+43.5% |