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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 | $282,434 | $94,031+200.4% | $115,768+144.0% | $82,448+242.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 17.25% | 20.61%-3.4pp | 100.46%-83.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $10,659 | $2,323+358.8% | $2,940+262.6% | $2,551+317.8% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,410 | $10,249-18.0% | $12,439-32.4% | $7,234+16.2% |