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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 | $418,104 | $72,492+476.8% | $87,102+380.0% | $72,983+472.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.92% | 24.46%-2.5pp | 28.19%-6.3pp | 81.01%-59.1pp |
| Employer contribution / active EE | $34,780 | $1,894+1736.5% | $2,521+1279.4% | $2,440+1325.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $35,505 | $5,055+602.4% | $7,491+374.0% | $5,124+592.9% |