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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 | $267,887 | $72,486+269.6% | $87,103+207.6% | $72,976+267.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.34% | 24.46%-6.1pp | 28.19%-9.9pp | 81.02%-62.7pp |
| Employer contribution / active EE | $6,301 | $1,894+232.7% | $2,521+149.9% | $2,440+158.2% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,144 | $5,055+80.9% | $7,491+22.1% | $5,124+78.5% |