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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 | $340,652 | $85,060+300.5% | $70,565+382.7% | $139,487+144.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 30.41% | 30.39%0pp | 32.79%-2.4pp | 373.84%-343.4pp |
| Employer contribution / active EE | $18,182 | $3,912+364.8% | $2,976+511.0% | $4,755+282.4% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,713-100.0% |
| Admin fee / account holder | $8,938 | $8,932+0.1% | $6,430+39.0% | $11,407-21.6% |