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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 | $253,074 | $124,351+103.5% | $109,188+131.8% | $167,553+51.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 25.23% | 26.04%-0.8pp | 25.76%-0.5pp | 478.89%-453.7pp |
| Employer contribution / active EE | $5,348 | $4,210+27.0% | $3,723+43.6% | $4,840+10.5% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,604 | $7,975-67.3% | $6,755-61.5% | $12,316-78.9% |