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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 | $272,850 | $47,944+469.1% | $67,834+302.2% | $62,881+333.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 23.08% | 11.77%+11.3pp | 138.47%-115.4pp | 20.14%+2.9pp |
| Employer contribution / active EE | $16,873 | $1,562+980.2% | $2,403+602.1% | $2,281+639.8% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,205 | $3,712+94.1% | $4,622+55.9% | $4,296+67.7% |