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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 | $305,633 | $80,985+277.4% | $96,576+216.5% | $75,181+306.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.51% | 27.05%-5.5pp | 25.87%-4.4pp | 160.69%-139.2pp |
| Employer contribution / active EE | $14,828 | $2,282+549.6% | $2,965+400.1% | $2,671+455.2% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,607 | $6,719+72.8% | $8,253+40.6% | $5,650+105.4% |