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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 | $265,205 | $112,189+136.4% | - | $145,877+81.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | - | 80.3%+19.7pp |
| Annual return | 8.49% | 21.29%-12.8pp | - | 551.28%-542.8pp |
| Employer contribution / active EE | $10,800 | $5,748+87.9% | - | $4,663+131.6% |
| Participant deferral / active EE | $0 | $5,634-100.0% | - | $6,691-100.0% |
| Admin fee / account holder | $14,582 | $6,256+133.1% | - | $13,402+8.8% |