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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 | $302,798 | $98,760+206.6% | $149,715+102.2% | $79,858+279.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 27.48% | 27.43%0pp | 276.66%-249.2pp | 31.72%-4.2pp |
| Employer contribution / active EE | $14,105 | $3,217+338.5% | $4,645+203.7% | $2,471+470.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,367 | $6,053-27.9% | $9,310-53.1% | $5,306-17.7% |