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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 | $369,523 | $83,485+342.6% | $125,195+195.2% | $72,976+406.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 26.86% | 25.77%+1.1pp | 43.79%-16.9pp | 81.02%-54.2pp |
| Employer contribution / active EE | $9,683 | $2,346+312.8% | $3,866+150.5% | $2,440+296.8% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,059 | $5,518+100.4% | $9,704+14.0% | $5,124+115.8% |