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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 | $259,762 | $58,828+341.6% | $78,002+233.0% | $62,881+313.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 44.42% | 17.16%+27.3pp | 425.99%-381.6pp | 20.14%+24.3pp |
| Employer contribution / active EE | $5,020 | $1,672+200.3% | $2,470+103.2% | $2,281+120.1% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,524 | $4,393-19.8% | $5,481-35.7% | $4,296-18.0% |