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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 | $269,887 | $112,184+140.6% | - | $145,884+85.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | - | 80.3%+19.7pp |
| Annual return | 10.30% | 21.73%-11.4pp | - | 551.85%-541.5pp |
| Employer contribution / active EE | $38,000 | $5,728+563.4% | - | $4,662+715.1% |
| Participant deferral / active EE | $0 | $5,637-100.0% | - | $6,690-100.0% |
| Admin fee / account holder | $2,266 | $6,256-63.8% | - | $13,392-83.1% |