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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 | $420,003 | $79,961+425.3% | $98,462+326.6% | $75,177+458.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 38.68% | 19.75%+18.9pp | 21.17%+17.5pp | 160.75%-122.1pp |
| Employer contribution / active EE | $4,181 | $2,264+84.7% | $3,049+37.1% | $2,671+56.5% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17,117 | $6,842+150.2% | $8,875+92.9% | $5,651+202.9% |