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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 | $675,178 | $115,917+482.5% | $100,535+571.6% | $158,982+324.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 37.91% | 34.80%+3.1pp | 30.90%+7.0pp | 302.99%-265.1pp |
| Employer contribution / active EE | $7,282 | $4,105+77.4% | $3,419+113.0% | $4,763+52.9% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,580 | $11,002-67.5% | $8,085-55.7% | $11,252-68.2% |