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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 | $337,220 | $87,546+285.2% | $75,784+345.0% | $125,389+168.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 12.53% | 13.49%-1.0pp | 9.68%+2.9pp | 282.24%-269.7pp |
| Employer contribution / active EE | $13,043 | $3,930+231.9% | $3,323+292.5% | $4,866+168.0% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $31,446 | $6,503+383.6% | $5,300+493.3% | $9,541+229.6% |