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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 | $337,494 | $140,578+140.1% | $100,671+235.2% | $125,389+169.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 2.83% | 24.67%-21.8pp | 20.43%-17.6pp | 282.24%-279.4pp |
| Employer contribution / active EE | $23,603 | $5,965+295.7% | $4,012+488.3% | $4,866+385.1% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $397 | $6,716-94.1% | $4,850-91.8% | $9,541-95.8% |