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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 | $565,093 | $67,606+735.9% | $82,313+586.5% | $70,131+705.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 31.36% | 21.57%+9.8pp | 25.88%+5.5pp | 73.14%-41.8pp |
| Employer contribution / active EE | $4,732 | $1,755+169.7% | $2,428+94.9% | $2,342+102.0% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,713 | $4,512-62.0% | $5,608-69.5% | $4,645-63.1% |