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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 | $322,601 | $81,504+295.8% | $102,437+214.9% | $80,959+298.5% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 60.04% | 25.60%+34.4pp | 24.95%+35.1pp | 35.67%+24.4pp |
| Employer contribution / active EE | $35,541 | $3,104+1045.2% | $3,871+818.2% | $2,757+1189.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $53,838 | $6,719+701.2% | $8,388+541.8% | $6,925+677.4% |