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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 | $346,673 | $104,664+231.2% | $85,693+304.6% | $167,518+106.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 21.75% | 21.45%+0.3pp | 21.49%+0.3pp | 478.71%-457.0pp |
| Employer contribution / active EE | $6,872 | $3,337+105.9% | $2,618+162.5% | $4,838+42.0% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,923-100.0% | $6,342-100.0% |
| Admin fee / account holder | $9,257 | $10,032-7.7% | $6,874+34.7% | $12,312-24.8% |