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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 | $330,739 | $132,310+150.0% | $105,754+212.7% | $273,972+20.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 9.25% | 10.08%-0.8pp | 12.25%-3.0pp | 41.46%-32.2pp |
| Employer contribution / active EE | $12,370 | $4,867+154.2% | $4,079+203.3% | $4,869+154.1% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,998 | $12,036-58.5% | $8,309-39.8% | $10,133-50.7% |