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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 | $277,938 | $56,894+388.5% | $84,753+227.9% | $62,881+342.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 11.92% | 6.30%+5.6pp | 22.78%-10.9pp | 20.14%-8.2pp |
| Employer contribution / active EE | $11,743 | $2,400+389.3% | $3,574+228.5% | $2,281+414.8% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,427 | $3,581-4.3% | $5,333-35.7% | $4,296-20.2% |