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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 | $304,290 | $110,240+176.0% | $96,544+215.2% | $139,487+118.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 27.35% | 26.41%+0.9pp | 25.88%+1.5pp | 373.84%-346.5pp |
| Employer contribution / active EE | $10,138 | $3,622+179.9% | $2,966+241.8% | $4,755+113.2% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,243 | $11,602-89.3% | $8,254-84.9% | $11,407-89.1% |