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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 | $561,375 | $288,797+94.4% | $239,577+134.3% | $382,429+46.8% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 14.53% | -3.30%+17.8pp | -0.70%+15.2pp | 248.85%-234.3pp |
| Employer contribution / active EE | $11,875 | $8,558+38.8% | $7,232+64.2% | $8,036+47.8% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $25,858 | $18,649+38.7% | $19,315+33.9% | $30,732-15.9% |