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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 | $267,100 | $105,856+152.3% | $90,161+196.2% | $147,586+81.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.60% | 37.63%-18.0pp | 34.89%-15.3pp | 578.59%-559.0pp |
| Employer contribution / active EE | $21,063 | $4,126+410.4% | $3,318+534.8% | $4,876+331.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,249 | $8,046-84.5% | $5,943-79.0% | $10,886-88.5% |