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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 | $253,302 | $83,485+203.4% | $125,195+102.3% | $72,976+247.1% |
| Participation rate | 91.7% | 73.3%+18.4pp | 79.8%+11.9pp | 69.5%+22.2pp |
| Annual return | 30.90% | 25.77%+5.1pp | 43.79%-12.9pp | 81.02%-50.1pp |
| Employer contribution / active EE | $15,104 | $2,346+543.9% | $3,866+290.7% | $2,440+519.0% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $31,337 | $5,518+467.9% | $9,704+222.9% | $5,124+511.6% |