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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 | $100,970+200.2% | $96,576+213.9% | $137,256+120.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.57% | 38.16%-23.6pp | 38.47%-23.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $36,695 | $3,809+863.3% | $3,553+932.7% | $4,156+782.9% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,516 | $11,312-60.1% | $11,381-60.3% | $12,270-63.2% |