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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 | $303,111 | $97,289+211.6% | $92,805+226.6% | $155,188+95.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 14.57% | 29.03%-14.5pp | 31.59%-17.0pp | 148.84%-134.3pp |
| Employer contribution / active EE | $36,695 | $3,632+910.3% | $3,424+971.7% | $4,248+763.9% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,516 | $12,015-62.4% | $10,911-58.6% | $14,480-68.8% |