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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 | $81,446+296.1% | $103,374+212.1% | $80,874+298.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 60.04% | 25.57%+34.5pp | 24.89%+35.1pp | 35.62%+24.4pp |
| Employer contribution / active EE | $35,541 | $3,107+1043.8% | $3,869+818.5% | $2,756+1189.7% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $53,838 | $6,715+701.8% | $8,394+541.4% | $6,935+676.3% |