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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 | $453,046 | $147,167+207.8% | $111,392+306.7% | $135,380+234.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 11.85% | -4.44%+16.3pp | -2.06%+13.9pp | 519.81%-508.0pp |
| Employer contribution / active EE | $6,033 | $5,204+15.9% | $4,328+39.4% | $4,779+26.2% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,335 | $20,270-88.5% | $12,266-81.0% | $10,828-78.4% |