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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 | $81,487+295.9% | $102,412+215.0% | $80,935+298.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 60.04% | 25.60%+34.4pp | 24.94%+35.1pp | 35.66%+24.4pp |
| Employer contribution / active EE | $35,541 | $3,103+1045.4% | $3,870+818.4% | $2,757+1189.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $53,838 | $6,717+701.5% | $8,388+541.9% | $6,924+677.5% |