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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 | $373,336 | $78,670+374.6% | $109,173+242.0% | $85,847+334.9% |
| Participation rate | 94.7% | 68.3%+26.4pp | 75.9%+18.8pp | 69.3%+25.3pp |
| Annual return | 15.60% | 25.09%-9.5pp | 25.75%-10.2pp | 318.61%-303.0pp |
| Employer contribution / active EE | $10,360 | $2,734+279.0% | $3,723+178.3% | $2,565+303.9% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $9,992 | $5,469+82.7% | $6,755+47.9% | $6,261+59.6% |