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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 | $298,356 | $91,424+226.3% | $135,942+119.5% | $71,495+317.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 26.89% | 29.90%-3.0pp | 68.28%-41.4pp | 28.85%-2.0pp |
| Employer contribution / active EE | $7,606 | $3,704+105.3% | $4,858+56.6% | $2,589+193.7% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,759-100.0% | $4,291-100.0% |
| Admin fee / account holder | $46,291 | $1,266+3556.1% | $10,764+330.1% | $1,588+2815.5% |