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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 | $358,919 | $67,602+430.9% | $82,312+336.0% | $70,126+411.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 24.04% | 21.57%+2.5pp | 25.88%-1.8pp | 73.15%-49.1pp |
| Employer contribution / active EE | $8,353 | $1,755+376.0% | $2,428+244.0% | $2,343+256.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $72,372 | $4,512+1504.1% | $5,608+1190.6% | $4,645+1457.9% |