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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 | $461,625 | $377,972+22.1% | $300,297+53.7% | $382,429+20.7% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.3%+16.7pp | 87.7%+12.3pp |
| Annual return | 17.93% | 4.19%+13.7pp | 6.06%+11.9pp | 248.85%-230.9pp |
| Employer contribution / active EE | $11,779 | $5,545+112.4% | $4,605+155.8% | $8,036+46.6% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,511-100.0% | $5,727-100.0% |
| Admin fee / account holder | $28,752 | $20,122+42.9% | $16,510+74.1% | $30,732-6.4% |