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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 | $278,913 | $113,174+146.4% | - | $145,897+91.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | - | 80.3%+19.7pp |
| Annual return | 7.65% | 21.70%-14.1pp | - | 552.29%-544.6pp |
| Employer contribution / active EE | $20,000 | $5,760+247.2% | - | $4,663+328.9% |
| Participant deferral / active EE | $0 | $5,566-100.0% | - | $6,689-100.0% |
| Admin fee / account holder | $6,179 | $6,302-2.0% | - | $13,390-53.9% |