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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 | $289,125 | $72,273+300.0% | $101,275+185.5% | $79,856+262.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 42.74% | 22.30%+20.4pp | 46.48%-3.7pp | 31.71%+11.0pp |
| Employer contribution / active EE | $23,496 | $2,691+773.0% | $3,660+541.9% | $2,471+850.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $18,228 | $4,401+314.2% | $5,948+206.5% | $5,306+243.5% |