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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 | $348,507 | $72,486+380.8% | $87,103+300.1% | $72,976+377.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 38.76% | 24.46%+14.3pp | 28.19%+10.6pp | 81.02%-42.3pp |
| Employer contribution / active EE | $9,406 | $1,894+396.6% | $2,521+273.0% | $2,440+285.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,288 | $5,055-34.9% | $7,491-56.1% | $5,124-35.8% |