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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 | $256,789 | $78,670+226.4% | $109,173+135.2% | $85,847+199.1% |
| Participation rate | 97.7% | 68.3%+29.5pp | 75.9%+21.8pp | 69.3%+28.4pp |
| Annual return | 25.67% | 25.09%+0.6pp | 25.75%-0.1pp | 318.61%-292.9pp |
| Employer contribution / active EE | $11,364 | $2,734+315.7% | $3,723+205.2% | $2,565+343.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,529 | $5,469+92.5% | $6,755+55.9% | $6,261+68.2% |