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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 | $410,944 | $110,137+273.1% | $161,149+155.0% | $82,637+397.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 30.54% | 20.69%+9.9pp | 21.16%+9.4pp | 53.51%-23.0pp |
| Employer contribution / active EE | $26,031 | $2,856+811.4% | $4,360+497.0% | $2,552+920.0% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17,079 | $9,467+80.4% | $15,194+12.4% | $7,339+132.7% |