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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 | $467,109 | $86,940+437.3% | $102,434+356.0% | $80,935+477.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 30.90% | 18.89%+12.0pp | 29.46%+1.4pp | 35.66%-4.8pp |
| Employer contribution / active EE | $10,220 | $2,370+331.3% | $3,023+238.1% | $2,757+270.8% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $26,474 | $8,047+229.0% | $9,462+179.8% | $6,924+282.3% |