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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 | $273,376 | $275,752-0.9% | $256,809+6.5% | $198,609+37.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 5.71% | 34.81%-29.1pp | 32.73%-27.0pp | 202.70%-197.0pp |
| Employer contribution / active EE | $12,500 | $7,721+61.9% | $7,263+72.1% | $5,055+147.3% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,743 | $25,716-93.2% | $25,146-93.1% | $19,030-90.8% |