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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 | $275,607 | $93,064+196.1% | $74,577+269.6% | $273,972+0.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.50% | 26.18%-16.7pp | 20.47%-11.0pp | 41.46%-32.0pp |
| Employer contribution / active EE | $10,986 | $3,160+247.7% | $2,525+335.1% | $4,869+125.7% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,891 | $5,273-45.2% | $4,138-30.1% | $10,133-71.5% |