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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 | $306,836 | $63,861+380.5% | $104,639+193.2% | $79,856+284.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 33.23% | 21.30%+11.9pp | 340.67%-307.4pp | 31.71%+1.5pp |
| Employer contribution / active EE | $9,774 | $1,588+515.3% | $2,682+264.5% | $2,471+295.5% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,603 | $4,185+33.9% | $6,465-13.3% | $5,306+5.6% |