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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 | $283,925 | $78,707+260.7% | $117,861+140.9% | $70,126+304.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.76% | 23.30%-10.5pp | 335.11%-322.3pp | 73.15%-60.4pp |
| Employer contribution / active EE | $12,649 | $2,223+468.9% | $3,786+234.1% | $2,343+440.0% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,397 | $5,066+85.5% | $8,021+17.2% | $4,645+102.3% |