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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 | $269,762 | $88,996+203.1% | $78,004+245.8% | $138,895+94.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 12.09% | 28.03%-15.9pp | 31.07%-19.0pp | 145.39%-133.3pp |
| Employer contribution / active EE | $33,242 | $2,917+1039.6% | $2,469+1246.5% | $4,194+692.6% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,152 | $8,807-41.5% | $7,578-32.0% | $12,562-59.0% |