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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 | $408,864 | $192,829+112.0% | $142,516+186.9% | $139,487+193.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 33.30% | 18.07%+15.2pp | 20.03%+13.3pp | 373.84%-340.5pp |
| Employer contribution / active EE | $3,268 | $5,808-43.7% | $4,849-32.6% | $4,755-31.3% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,713-100.0% |
| Admin fee / account holder | $613 | $15,120-95.9% | $10,008-93.9% | $11,407-94.6% |