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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 | $251,009 | $60,349+315.9% | $74,184+238.4% | $62,881+299.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 70.44% | 21.38%+49.1pp | 17.74%+52.7pp | 20.14%+50.3pp |
| Employer contribution / active EE | $12,857 | $1,680+665.2% | $2,370+442.5% | $2,281+463.7% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,937 | $4,261-54.5% | $5,586-65.3% | $4,296-54.9% |