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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 | $301,541 | $64,729+365.9% | $112,263+168.6% | $68,490+340.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 38.17% | -11.40%+49.6pp | 27.49%+10.7pp | -7.85%+46.0pp |
| Employer contribution / active EE | $5,029 | $2,746+83.1% | $3,636+38.3% | $2,597+93.7% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $684 | $5,222-86.9% | $6,410-89.3% | $5,403-87.3% |