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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 | $291,826 | $79,025+269.3% | - | $273,972+6.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | - | 83.0%+17.0pp |
| Annual return | 9.84% | 18.58%-8.7pp | - | 41.46%-31.6pp |
| Employer contribution / active EE | $6,000 | $4,094+46.5% | - | $4,869+23.2% |
| Participant deferral / active EE | $0 | $3,420-100.0% | - | $5,287-100.0% |
| Admin fee / account holder | $500 | $13,337-96.3% | - | $10,133-95.1% |