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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 | $328,193 | $124,425+163.8% | $112,040+192.9% | $137,256+139.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.99% | 24.72%-13.7pp | 24.52%-13.5pp | 220.34%-209.4pp |
| Employer contribution / active EE | $17,633 | $3,411+416.9% | $2,954+496.9% | $4,156+324.3% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,072 | $15,207-79.8% | $12,098-74.6% | $12,270-75.0% |