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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 | $288,423 | $211,946+36.1% | $169,452+70.2% | $135,379+113.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 9.36% | 3.26%+6.1pp | 1.83%+7.5pp | 519.79%-510.4pp |
| Employer contribution / active EE | $19,091 | $5,117+273.1% | $4,157+359.3% | $4,779+299.5% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,372 | $11,472-79.3% | $9,110-74.0% | $10,828-78.1% |