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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 | $304,257 | $102,828+195.9% | $105,387+188.7% | $152,909+99.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.83% | 20.85%+2.0pp | 26.82%-4.0pp | 345.46%-322.6pp |
| Employer contribution / active EE | $12,307 | $4,473+175.2% | $4,213+192.1% | $4,764+158.3% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,200 | $8,683-86.2% | $6,559-81.7% | $11,601-89.7% |