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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 | $300,937 | $167,362+79.8% | $143,799+109.3% | $134,532+123.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.45% | 0.47%+1.0pp | -0.04%+1.5pp | 418.27%-416.8pp |
| Employer contribution / active EE | $2,850 | $5,620-49.3% | $4,952-42.4% | $4,741-39.9% |
| Participant deferral / active EE | $5,700 | $6,447-11.6% | $5,638+1.1% | $6,401-11.0% |
| Admin fee / account holder | $22,853 | $18,094+26.3% | $14,677+55.7% | $11,429+100.0% |